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 | $30,315 | $109,817-72.4% | $98,442-69.2% | $167,490-81.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 34.45% | 1956.69%-1922.2pp | 1492.73%-1458.3pp | 478.56%-444.1pp |
| Employer contribution / active EE | $1,183 | $3,224-63.3% | $2,960-60.0% | $4,837-75.6% |
| Participant deferral / active EE | $1,587 | $4,673-66.0% | $4,276-62.9% | $6,341-75.0% |
| Admin fee / account holder | $6 | $6,753-99.9% | $5,949-99.9% | $12,309-100.0% |