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 5-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 | $32,311 | $90,397-64.3% | $76,002-57.5% | $145,959-77.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.41% | 621.97%-611.6pp | 360.07%-349.7pp | 561.95%-551.5pp |
| Employer contribution / active EE | $966 | $3,317-70.9% | $2,688-64.1% | $4,661-79.3% |
| Participant deferral / active EE | $1,158 | $5,163-77.6% | $4,257-72.8% | $6,689-82.7% |
| Admin fee / account holder | $207 | $8,369-97.5% | $6,414-96.8% | $13,398-98.5% |