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 | $27,310 | $74,888-63.5% | $71,209-61.6% | $142,382-80.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.79% | 345.14%-323.3pp | 282.51%-260.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,889 | $2,854-33.8% | $2,721-30.6% | $4,299-56.1% |
| Participant deferral / active EE | $3,205 | $4,454-28.1% | $4,175-23.2% | $6,507-50.8% |
| Admin fee / account holder | $127 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |