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 6-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 | $23,891 | $72,071-66.9% | $68,368-65.1% | $137,256-82.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.52% | 353.14%-331.6pp | 292.57%-271.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $550 | $2,788-80.3% | $2,649-79.2% | $4,156-86.8% |
| Participant deferral / active EE | $3,300 | $4,410-25.2% | $4,123-20.0% | $6,407-48.5% |
| Admin fee / account holder | $10 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |