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 | $25,680 | $155,788-83.5% | $124,672-79.4% | $167,490-84.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.95% | 17.97%-3.0pp | 5142.93%-5128.0pp | 478.56%-463.6pp |
| Employer contribution / active EE | $4,667 | $4,163+12.1% | $3,324+40.4% | $4,837-3.5% |
| Participant deferral / active EE | $7,789 | $5,673+37.3% | $4,614+68.8% | $6,341+22.8% |
| Admin fee / account holder | $154 | $9,531-98.4% | $7,493-97.9% | $12,309-98.7% |