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 4-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 | $18,233 | $102,604-82.2% | $86,188-78.8% | $139,434-86.9% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 26.50% | 1922.51%-1896.0pp | 1168.45%-1141.9pp | 372.94%-346.4pp |
| Employer contribution / active EE | $2,096 | $3,032-30.9% | $2,380-11.9% | $4,751-55.9% |
| Participant deferral / active EE | $5,535 | $4,676+18.4% | $3,985+38.9% | $6,710-17.5% |
| Admin fee / account holder | $204 | $8,657-97.6% | $6,852-97.0% | $11,403-98.2% |