See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,854 | $165,912-85.0% | $122,332-79.7% | $147,584-83.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.82% | 34.55%-21.7pp | 30.27%-17.5pp | 578.55%-565.7pp |
| Employer contribution / active EE | $98 | $5,754-98.3% | $4,050-97.6% | $4,876-98.0% |
| Participant deferral / active EE | $615 | $4,005-84.6% | $3,287-81.3% | $5,439-88.7% |
| Admin fee / account holder | $300 | $7,424-96.0% | $5,478-94.5% | $10,885-97.2% |