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 | $55,079 | $88,751-37.9% | $81,812-32.7% | $145,922-62.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.80% | 1025.40%-1014.6pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,702 | $3,083-12.4% | $2,912-7.2% | $4,660-42.0% |
| Participant deferral / active EE | $8,681 | $4,643+87.0% | $4,319+101.0% | $6,688+29.8% |
| Admin fee / account holder | $13 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |