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 | $20,702 | $102,616-79.8% | $81,983-74.7% | $158,922-87.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.86% | 61.04%-47.2pp | 41.31%-27.4pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,270 | $3,240-60.8% | $2,498-49.2% | $4,761-73.3% |
| Participant deferral / active EE | $8,667 | $4,648+86.5% | $3,722+132.8% | $5,982+44.9% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |