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 | $21,488 | $100,852-78.7% | $90,404-76.2% | $158,922-86.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 28.14% | 1724.20%-1696.1pp | 1293.02%-1264.9pp | 302.83%-274.7pp |
| Employer contribution / active EE | $1,595 | $3,689-56.8% | $3,262-51.1% | $4,761-66.5% |
| Participant deferral / active EE | $3,918 | $4,348-9.9% | $3,963-1.1% | $5,982-34.5% |
| Admin fee / account holder | $8 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |