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 9-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 | $35,154 | $109,817-68.0% | $98,442-64.3% | $167,490-79.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.82% | 1956.69%-1939.9pp | 1492.73%-1475.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,379 | $3,224-26.2% | $2,960-19.6% | $4,837-50.8% |
| Participant deferral / active EE | $7,702 | $4,673+64.8% | $4,276+80.1% | $6,341+21.5% |
| Admin fee / account holder | $25 | $6,753-99.6% | $5,949-99.6% | $12,309-99.8% |