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 | $26,412 | $70,756-62.7% | $65,493-59.7% | $142,382-81.5% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.1%+1.7pp |
| Annual return | 81.92% | 1754.89%-1673.0pp | 982.45%-900.5pp | 217.08%-135.2pp |
| Employer contribution / active EE | $2,309 | $2,881-19.9% | $2,574-10.3% | $4,299-46.3% |
| Participant deferral / active EE | $7,270 | $4,637+56.8% | $3,961+83.5% | $6,507+11.7% |
| Admin fee / account holder | $97 | $6,559-98.5% | $5,028-98.1% | $12,624-99.2% |