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 | $11,046 | $70,756-84.4% | $65,493-83.1% | $142,382-92.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 25.21% | 1754.89%-1729.7pp | 982.45%-957.2pp | 217.08%-191.9pp |
| Employer contribution / active EE | $2,150 | $2,881-25.4% | $2,574-16.5% | $4,299-50.0% |
| Participant deferral / active EE | $2,150 | $4,637-53.6% | $3,961-45.7% | $6,507-67.0% |
| Admin fee / account holder | $49 | $6,559-99.3% | $5,028-99.0% | $12,624-99.6% |