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 | $20,054 | $180,749-88.9% | $160,784-87.5% | $137,256-85.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.51% | 2234.46%-2217.0pp | 1803.92%-1786.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,551 | $4,155-62.7% | $3,733-58.4% | $4,156-62.7% |
| Participant deferral / active EE | $3,045 | $6,844-55.5% | $6,293-51.6% | $6,407-52.5% |
| Admin fee / account holder | $19 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |