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 9-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 | $14,283 | $81,625-82.5% | $58,482-75.6% | $139,434-89.8% |
| Participation rate | 87.5% | 61.3%+26.2pp | 50.9%+36.6pp | 80.3%+7.2pp |
| Annual return | 20.33% | 7404.20%-7383.9pp | 4239.32%-4219.0pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,327 | $1,398-5.1% | $1,053+26.0% | $4,751-72.1% |
| Participant deferral / active EE | $1,687 | $2,557-34.0% | $1,924-12.3% | $6,710-74.9% |
| Admin fee / account holder | $6 | $3,265-99.8% | $2,516-99.8% | $11,403-100.0% |