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 | $48,462 | $72,396-33.1% | $67,511-28.2% | $145,959-66.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.35% | 7194.07%-7183.7pp | 3517.41%-3507.1pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,799 | $3,071-41.4% | $2,733-34.2% | $4,661-61.4% |
| Participant deferral / active EE | $7,145 | $4,781+49.4% | $4,000+78.6% | $6,689+6.8% |
| Admin fee / account holder | $60 | $5,538-98.9% | $3,999-98.5% | $13,398-99.6% |