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 | $16,793 | $100,852-83.3% | $90,404-81.4% | $158,922-89.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 38.98% | 1724.20%-1685.2pp | 1293.02%-1254.0pp | 302.83%-263.8pp |
| Employer contribution / active EE | $1,022 | $3,689-72.3% | $3,262-68.7% | $4,761-78.5% |
| Participant deferral / active EE | $6,003 | $4,348+38.1% | $3,963+51.5% | $5,982+0.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |