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 | $22,545 | $88,751-74.6% | $81,812-72.4% | $145,922-84.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.08% | 1025.40%-1009.3pp | 773.79%-757.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,161 | $3,083-62.3% | $2,912-60.1% | $4,660-75.1% |
| Participant deferral / active EE | $4,226 | $4,643-9.0% | $4,319-2.2% | $6,688-36.8% |
| Admin fee / account holder | $37 | $8,415-99.6% | $7,386-99.5% | $13,397-99.7% |