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 | $13,707 | $100,852-86.4% | $90,404-84.8% | $158,922-91.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.43% | 1724.20%-1707.8pp | 1293.02%-1276.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,558 | $3,689-30.7% | $3,262-21.6% | $4,761-46.3% |
| Participant deferral / active EE | $1,584 | $4,348-63.6% | $3,963-60.0% | $5,982-73.5% |
| Admin fee / account holder | $209 | $6,501-96.8% | $5,611-96.3% | $11,246-98.1% |