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 | $49,226 | $88,751-44.5% | $81,812-39.8% | $145,922-66.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.24% | 1025.40%-1010.2pp | 773.79%-758.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,935 | $3,083-37.3% | $2,912-33.6% | $4,660-58.5% |
| Participant deferral / active EE | $7,188 | $4,643+54.8% | $4,319+66.4% | $6,688+7.5% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |