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 | $31,400 | $87,166-64.0% | $76,735-59.1% | $137,256-77.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 10.84% | 26.50%-15.7pp | 29.77%-18.9pp | 220.34%-209.5pp |
| Employer contribution / active EE | $7,500 | $2,904+158.2% | $2,454+205.6% | $4,156+80.5% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $264 | $8,403-96.9% | $7,189-96.3% | $12,270-97.8% |