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 | $36,132 | $217,402-83.4% | $185,823-80.6% | $167,490-78.4% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 520.28% | 148.36%+371.9pp | 122.05%+398.2pp | 478.56%+41.7pp |
| Employer contribution / active EE | $2,122 | $5,873-63.9% | $5,167-58.9% | $4,837-56.1% |
| Participant deferral / active EE | $4,790 | $6,356-24.6% | $5,568-14.0% | $6,341-24.5% |
| Admin fee / account holder | $8 | $19,811-100.0% | $16,237-100.0% | $12,309-99.9% |