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 8-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 | $17,552 | $185,200-90.5% | $142,863-87.7% | $167,490-89.5% |
| Participation rate | 93.3% | 78.4%+14.9pp | 71.9%+21.4pp | 82.1%+11.2pp |
| Annual return | 11.37% | 8555.70%-8544.3pp | 5637.54%-5626.2pp | 478.56%-467.2pp |
| Employer contribution / active EE | $657 | $5,604-88.3% | $4,144-84.1% | $4,837-86.4% |
| Participant deferral / active EE | $2,470 | $4,494-45.0% | $3,837-35.6% | $6,341-61.0% |
| Admin fee / account holder | $248 | $8,031-96.9% | $6,560-96.2% | $12,309-98.0% |