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 9-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 | $28,531 | $39,019-26.9% | $80,716-64.7% | $85,850-66.8% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 19.30% | 26.27%-7.0pp | 87.28%-68.0pp | 318.53%-299.2pp |
| Employer contribution / active EE | $1,140 | $722+57.9% | $1,160-1.7% | $2,565-55.5% |
| Participant deferral / active EE | $2,642 | $1,326+99.3% | $2,146+23.1% | $3,952-33.2% |
| Admin fee / account holder | $40 | $2,431-98.4% | $3,380-98.8% | $6,260-99.4% |