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 4-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 | $17,408 | $102,604-83.0% | $86,188-79.8% | $139,434-87.5% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 30.86% | 1922.51%-1891.6pp | 1168.45%-1137.6pp | 372.94%-342.1pp |
| Employer contribution / active EE | $3,192 | $3,032+5.3% | $2,380+34.1% | $4,751-32.8% |
| Participant deferral / active EE | $5,543 | $4,676+18.5% | $3,985+39.1% | $6,710-17.4% |
| Admin fee / account holder | $68 | $8,657-99.2% | $6,852-99.0% | $11,403-99.4% |