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 3-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 | $26,109 | $180,749-85.6% | $160,784-83.8% | $137,256-81.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 28.60% | 2234.46%-2205.9pp | 1803.92%-1775.3pp | 220.34%-191.7pp |
| Employer contribution / active EE | $3,161 | $4,155-23.9% | $3,733-15.3% | $4,156-23.9% |
| Participant deferral / active EE | $8,876 | $6,844+29.7% | $6,293+41.0% | $6,407+38.5% |
| Admin fee / account holder | $153 | $10,397-98.5% | $9,717-98.4% | $12,270-98.8% |