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 | $22,820 | $94,338-75.8% | $100,534-77.3% | $142,382-84.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 20.11% | 29.20%-9.1pp | 32.66%-12.6pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,190 | $4,237-48.3% | $4,346-49.6% | $4,299-49.1% |
| Participant deferral / active EE | $2,332 | $5,934-60.7% | $6,144-62.0% | $6,507-64.2% |
| Admin fee / account holder | $37 | $8,421-99.6% | $7,654-99.5% | $12,624-99.7% |