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 | $18,022 | $109,817-83.6% | $98,442-81.7% | $167,490-89.2% |
| Participation rate | 81.3% | 75.8%+5.4pp | 73.3%+7.9pp | 82.1%-0.9pp |
| Annual return | 19.33% | 1956.69%-1937.4pp | 1492.73%-1473.4pp | 478.56%-459.2pp |
| Employer contribution / active EE | $1,502 | $3,224-53.4% | $2,960-49.2% | $4,837-68.9% |
| Participant deferral / active EE | $4,505 | $4,673-3.6% | $4,276+5.3% | $6,341-29.0% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |