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 6-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 | $29,034 | $81,625-64.4% | $58,482-50.4% | $139,434-79.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.79% | 7404.20%-7387.4pp | 4239.32%-4222.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,728 | $1,398+23.6% | $1,053+64.0% | $4,751-63.6% |
| Participant deferral / active EE | $8,237 | $2,557+222.2% | $1,924+328.2% | $6,710+22.8% |
| Admin fee / account holder | $245 | $3,265-92.5% | $2,516-90.3% | $11,403-97.9% |