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 9-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 | $21,127 | $176,662-88.0% | $130,648-83.8% | $152,861-86.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 28.19% | 2692.24%-2664.0pp | 1708.96%-1680.8pp | 345.32%-317.1pp |
| Employer contribution / active EE | $2,469 | $5,742-57.0% | $4,092-39.7% | $4,762-48.1% |
| Participant deferral / active EE | $5,610 | $4,361+28.6% | $3,603+55.7% | $5,850-4.1% |
| Admin fee / account holder | $22 | $7,133-99.7% | $5,464-99.6% | $11,596-99.8% |