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 8-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 | $20,353 | $74,888-72.8% | $71,209-71.4% | $142,382-85.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.09% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $423 | $2,854-85.2% | $2,721-84.5% | $4,299-90.2% |
| Participant deferral / active EE | $949 | $4,454-78.7% | $4,175-77.3% | $6,507-85.4% |
| Admin fee / account holder | $32 | $5,568-99.4% | $5,349-99.4% | $12,624-99.7% |