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 | $22,318 | $109,817-79.7% | $98,442-77.3% | $167,490-86.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.71% | 1956.69%-1943.0pp | 1492.73%-1479.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $7,185 | $3,224+122.9% | $2,960+142.8% | $4,837+48.5% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $83 | $6,753-98.8% | $5,949-98.6% | $12,309-99.3% |