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 | $22,073 | $88,751-75.1% | $81,812-73.0% | $145,922-84.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.64% | 1025.40%-1008.8pp | 773.79%-757.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $4,659 | $3,083+51.1% | $2,912+60.0% | $4,6600% |
| Participant deferral / active EE | $7,052 | $4,643+51.9% | $4,319+63.3% | $6,688+5.4% |
| Admin fee / account holder | $84 | $8,415-99.0% | $7,386-98.9% | $13,397-99.4% |