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 7-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 | $36,836 | $209,411-82.4% | $178,490-79.4% | $158,922-76.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4222.47% | 188.75%+4033.7pp | 151.07%+4071.4pp | 302.83%+3919.6pp |
| Employer contribution / active EE | $2,089 | $5,706-63.4% | $5,011-58.3% | $4,761-56.1% |
| Participant deferral / active EE | $2,960 | $5,954-50.3% | $5,202-43.1% | $5,982-50.5% |
| Admin fee / account holder | $103 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |