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 8-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 | $17,002 | $100,852-83.1% | $90,404-81.2% | $158,922-89.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 26.84% | 1724.20%-1697.4pp | 1293.02%-1266.2pp | 302.83%-276.0pp |
| Employer contribution / active EE | $1,080 | $3,689-70.7% | $3,262-66.9% | $4,761-77.3% |
| Participant deferral / active EE | $2,700 | $4,348-37.9% | $3,963-31.9% | $5,982-54.9% |
| Admin fee / account holder | $6 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |