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 | $18,385 | $81,625-77.5% | $58,482-68.6% | $139,434-86.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 31.67% | 7404.20%-7372.5pp | 4239.32%-4207.6pp | 372.94%-341.3pp |
| Employer contribution / active EE | $2,671 | $1,398+91.0% | $1,053+153.6% | $4,751-43.8% |
| Participant deferral / active EE | $5,082 | $2,557+98.8% | $1,924+164.2% | $6,710-24.3% |
| Admin fee / account holder | $269 | $3,265-91.8% | $2,516-89.3% | $11,403-97.6% |