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 | $17,023 | $88,751-80.8% | $81,812-79.2% | $145,922-88.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.57% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,477 | $3,083-19.7% | $2,912-14.9% | $4,660-46.8% |
| Participant deferral / active EE | $3,196 | $4,643-31.2% | $4,319-26.0% | $6,688-52.2% |
| Admin fee / account holder | $165 | $8,415-98.0% | $7,386-97.8% | $13,397-98.8% |