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 | $10,265 | $108,172-90.5% | $77,482-86.8% | $158,922-93.5% |
| Participation rate | 90.0% | 64.4%+25.6pp | 54.2%+35.8pp | 82.0%+8.0pp |
| Annual return | 727.39% | 31.67%+695.7pp | 54.79%+672.6pp | 302.83%+424.6pp |
| Employer contribution / active EE | $600 | $1,325-54.7% | $986-39.2% | $4,761-87.4% |
| Participant deferral / active EE | $1,716 | $2,456-30.1% | $1,861-7.8% | $5,982-71.3% |
| Admin fee / account holder | $248 | $3,708-93.3% | $2,858-91.3% | $11,246-97.8% |