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 | $17,566 | $99,020-82.3% | $86,590-79.7% | $147,584-88.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.03% | 1312.34%-1288.3pp | 964.84%-940.8pp | 578.55%-554.5pp |
| Employer contribution / active EE | $1,030 | $3,132-67.1% | $2,839-63.7% | $4,876-78.9% |
| Participant deferral / active EE | $3,247 | $3,972-18.2% | $3,609-10.0% | $5,439-40.3% |
| Admin fee / account holder | $40 | $5,710-99.3% | $4,906-99.2% | $10,885-99.6% |