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 6-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 | $25,423 | $185,200-86.3% | $142,863-82.2% | $167,490-84.8% |
| Participation rate | 90.0% | 78.4%+11.6pp | 71.9%+18.1pp | 82.1%+7.9pp |
| Annual return | 43.59% | 8555.70%-8512.1pp | 5637.54%-5593.9pp | 478.56%-435.0pp |
| Employer contribution / active EE | $5,634 | $5,604+0.5% | $4,144+36.0% | $4,837+16.5% |
| Participant deferral / active EE | $12,270 | $4,494+173.0% | $3,837+219.8% | $6,341+93.5% |
| Admin fee / account holder | $151 | $8,031-98.1% | $6,560-97.7% | $12,309-98.8% |