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 6-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 | $27,675 | $111,535-75.2% | $105,223-73.7% | $137,256-79.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.81% | 237.85%-216.0pp | 180.65%-158.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,718 | $3,939-56.4% | $3,689-53.4% | $4,156-58.7% |
| Participant deferral / active EE | $2,831 | $5,500-48.5% | $5,072-44.2% | $6,407-55.8% |
| Admin fee / account holder | $190 | $9,721-98.0% | $8,859-97.9% | $12,270-98.5% |