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 6-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 | $25,816 | $88,751-70.9% | $81,812-68.4% | $145,922-82.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.11% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $5,822 | $3,083+88.8% | $2,912+99.9% | $4,660+24.9% |
| Participant deferral / active EE | $1,898 | $4,643-59.1% | $4,319-56.1% | $6,688-71.6% |
| Admin fee / account holder | $227 | $8,415-97.3% | $7,386-96.9% | $13,397-98.3% |