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 | $27,203 | $167,484-83.8% | $151,611-82.1% | $134,475-79.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 381.16% | 7.80%+373.4pp | 3.33%+377.8pp | 417.96%-36.8pp |
| Employer contribution / active EE | $3,569 | $6,829-47.7% | $6,166-42.1% | $4,740-24.7% |
| Participant deferral / active EE | $4,874 | $8,986-45.8% | $8,363-41.7% | $6,400-23.8% |
| Admin fee / account holder | $41 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |