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 | $135,555 | $118,427+14.5% | $66,042+105.3% | $142,382-4.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 7.22% | 35.57%-28.3pp | 52.11%-44.9pp | 217.08%-209.9pp |
| Employer contribution / active EE | $340 | $2,570-86.8% | $1,579-78.5% | $4,299-92.1% |
| Participant deferral / active EE | $7,500 | $4,311+74.0% | $2,835+164.5% | $6,507+15.3% |
| Admin fee / account holder | $20 | $9,593-99.8% | $5,747-99.7% | $12,624-99.8% |