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 | $19,821 | $114,047-82.6% | $96,139-79.4% | $167,490-88.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.50% | 189.88%-174.4pp | 191.94%-176.4pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,732 | $3,427-49.5% | $2,797-38.1% | $4,837-64.2% |
| Participant deferral / active EE | $2,055 | $5,194-60.4% | $4,349-52.7% | $6,341-67.6% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |