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 | $15,430 | $100,852-84.7% | $90,404-82.9% | $158,922-90.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1440.64% | 1724.20%-283.6pp | 1293.02%+147.6pp | 302.83%+1137.8pp |
| Employer contribution / active EE | $1,464 | $3,689-60.3% | $3,262-55.1% | $4,761-69.3% |
| Participant deferral / active EE | $1,267 | $4,348-70.9% | $3,963-68.0% | $5,982-78.8% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |