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 3-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 | $28,469 | $149,040-80.9% | $120,225-76.3% | $137,256-79.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 24.44% | 605.68%-581.2pp | 439.23%-414.8pp | 220.34%-195.9pp |
| Employer contribution / active EE | $500 | $4,350-88.5% | $3,475-85.6% | $4,156-88.0% |
| Participant deferral / active EE | $7,604 | $4,655+63.4% | $3,999+90.2% | $6,407+18.7% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |