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 | $23,782 | $88,751-73.2% | $81,812-70.9% | $145,922-83.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 13.57% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,390 | $3,083-22.5% | $2,912-18.0% | $4,660-48.7% |
| Participant deferral / active EE | $3,064 | $4,643-34.0% | $4,319-29.0% | $6,688-54.2% |
| Admin fee / account holder | $56 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |