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 3-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 | $28,404 | $111,754-74.6% | $103,333-72.5% | $145,922-80.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.33% | 24.77%-15.4pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,737 | $4,212-35.0% | $3,868-29.2% | $4,660-41.3% |
| Participant deferral / active EE | $4,942 | $5,619-12.0% | $5,057-2.3% | $6,688-26.1% |
| Admin fee / account holder | $83 | $9,750-99.2% | $8,355-99.0% | $13,397-99.4% |