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 | $13,548 | $68,097-80.1% | $62,929-78.5% | $137,256-90.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 20.03% | 1859.11%-1839.1pp | 1063.93%-1043.9pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,964 | $2,811-30.1% | $2,505-21.6% | $4,156-52.7% |
| Participant deferral / active EE | $2,909 | $4,553-36.1% | $3,888-25.2% | $6,407-54.6% |
| Admin fee / account holder | $96 | $6,521-98.5% | $5,065-98.1% | $12,270-99.2% |