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 9-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 | $39,630 | $150,440-73.7% | $136,294-70.9% | $147,584-73.1% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 22.25% | 1049.08%-1026.8pp | 5155.94%-5133.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $2,592 | $5,256-50.7% | $4,695-44.8% | $4,876-46.8% |
| Participant deferral / active EE | $4,320 | $6,630-34.9% | $6,247-30.9% | $5,439-20.6% |
| Admin fee / account holder | $268 | $10,905-97.5% | $9,243-97.1% | $10,885-97.5% |