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 | $13,460 | $100,852-86.7% | $90,404-85.1% | $158,922-91.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 131.93% | 1724.20%-1592.3pp | 1293.02%-1161.1pp | 302.83%-170.9pp |
| Employer contribution / active EE | $1,221 | $3,689-66.9% | $3,262-62.6% | $4,761-74.4% |
| Participant deferral / active EE | $6,075 | $4,348+39.7% | $3,963+53.3% | $5,982+1.6% |
| Admin fee / account holder | $3 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |