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 | $31,312 | $104,664-70.1% | $85,682-63.5% | $167,490-81.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 18.72% | 21.45%-2.7pp | 21.49%-2.8pp | 478.56%-459.8pp |
| Employer contribution / active EE | $560 | $3,337-83.2% | $2,618-78.6% | $4,837-88.4% |
| Participant deferral / active EE | $14,493 | $4,824+200.4% | $3,923+269.5% | $6,341+128.6% |
| Admin fee / account holder | $163 | $10,032-98.4% | $6,873-97.6% | $12,309-98.7% |