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 | $46,136 | $150,440-69.3% | $136,294-66.1% | $147,584-68.7% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 20.24% | 1049.08%-1028.8pp | 5155.94%-5135.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,479 | $5,256-52.8% | $4,695-47.2% | $4,876-49.2% |
| Participant deferral / active EE | $3,157 | $6,630-52.4% | $6,247-49.5% | $5,439-42.0% |
| Admin fee / account holder | $86 | $10,905-99.2% | $9,243-99.1% | $10,885-99.2% |