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 | $39,366 | $185,200-78.7% | $142,863-72.4% | $167,490-76.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 26.78% | 8555.70%-8528.9pp | 5637.54%-5610.8pp | 478.56%-451.8pp |
| Employer contribution / active EE | $1,330 | $5,604-76.3% | $4,144-67.9% | $4,837-72.5% |
| Participant deferral / active EE | $4,242 | $4,494-5.6% | $3,837+10.5% | $6,341-33.1% |
| Admin fee / account holder | $1 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |