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 9-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 | $19,037 | $68,097-72.0% | $62,929-69.7% | $137,256-86.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.65% | 1859.11%-1841.5pp | 1063.93%-1046.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $628 | $2,811-77.7% | $2,505-74.9% | $4,156-84.9% |
| Participant deferral / active EE | $798 | $4,553-82.5% | $3,888-79.5% | $6,407-87.5% |
| Admin fee / account holder | $214 | $6,521-96.7% | $5,065-95.8% | $12,270-98.3% |