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 | $18,364 | $118,450-84.5% | $98,439-81.3% | $139,434-86.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.53% | 18.94%-6.4pp | 21.16%-8.6pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,706 | $3,609-25.0% | $3,048-11.2% | $4,751-43.0% |
| Participant deferral / active EE | $3,749 | $5,392-30.5% | $4,738-20.9% | $6,710-44.1% |
| Admin fee / account holder | $164 | $14,026-98.8% | $8,948-98.2% | $11,403-98.6% |