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 | $70,756-80.9% | $65,493-79.3% | $142,382-90.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.03% | 1754.89%-1734.9pp | 982.45%-962.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,964 | $2,881-31.8% | $2,574-23.7% | $4,299-54.3% |
| Participant deferral / active EE | $2,909 | $4,637-37.3% | $3,961-26.6% | $6,507-55.3% |
| Admin fee / account holder | $96 | $6,559-98.5% | $5,028-98.1% | $12,624-99.2% |