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 7-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 | $31,673 | $116,175-72.7% | $93,606-66.2% | $152,861-79.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.26% | 35.96%-16.7pp | 32.76%-13.5pp | 345.32%-326.1pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,760 | $4,603-61.8% | $4,069-56.7% | $5,850-69.9% |
| Admin fee / account holder | $76 | $10,748-99.3% | $7,888-99.0% | $11,596-99.3% |