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 | $25,543 | $112,881-77.4% | $90,951-71.9% | $158,922-83.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.91% | 215.79%-191.9pp | 134.60%-110.7pp | 302.83%-278.9pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,850 | $4,128+41.7% | $3,373+73.4% | $5,982-2.2% |
| Admin fee / account holder | $199 | $8,041-97.5% | $5,959-96.7% | $11,246-98.2% |