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 | $9,473 | $27,915-66.1% | $58,482-83.8% | $75,163-87.4% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 20.30% | 44.20%-23.9pp | 4239.32%-4219.0pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,408 | $669+110.5% | $1,053+33.7% | $2,670-47.3% |
| Participant deferral / active EE | $2,504 | $1,201+108.4% | $1,924+30.1% | $4,125-39.3% |
| Admin fee / account holder | $25 | $1,726-98.6% | $2,516-99.0% | $5,651-99.6% |