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 | $11,572 | $72,071-83.9% | $68,368-83.1% | $137,256-91.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.36% | 353.14%-330.8pp | 292.57%-270.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,193 | $2,788-57.2% | $2,649-55.0% | $4,156-71.3% |
| Participant deferral / active EE | $1,925 | $4,410-56.4% | $4,123-53.3% | $6,407-70.0% |
| Admin fee / account holder | $125 | $5,336-97.7% | $5,150-97.6% | $12,270-99.0% |