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 | $32,964 | $117,983-72.1% | $101,794-67.6% | $142,382-76.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.10% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,584 | $2,773-42.9% | $2,289-30.8% | $4,299-63.2% |
| Participant deferral / active EE | $2,668 | $4,714-43.4% | $4,084-34.7% | $6,507-59.0% |
| Admin fee / account holder | $209 | $10,433-98.0% | $8,777-97.6% | $12,624-98.3% |