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 | $17,206 | $156,846-89.0% | $121,098-85.8% | $139,434-87.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.32% | 1474.56%-1455.2pp | 985.75%-966.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $868 | $5,536-84.3% | $4,164-79.2% | $4,751-81.7% |
| Participant deferral / active EE | $943 | $4,844-80.5% | $4,080-76.9% | $6,710-86.0% |
| Admin fee / account holder | $34 | $6,946-99.5% | $5,644-99.4% | $11,403-99.7% |