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 | $21,305 | $102,604-79.2% | $86,188-75.3% | $139,434-84.7% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 20.98% | 1922.51%-1901.5pp | 1168.45%-1147.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,783 | $3,032+24.7% | $2,380+58.9% | $4,751-20.4% |
| Participant deferral / active EE | $9,834 | $4,676+110.3% | $3,985+146.8% | $6,710+46.6% |
| Admin fee / account holder | $268 | $8,657-96.9% | $6,852-96.1% | $11,403-97.7% |