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 5-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 | $28,277 | $99,918-71.7% | $81,382-65.3% | $145,922-80.6% |
| Participation rate | 82.4% | 74.2%+8.2pp | 69.5%+12.9pp | 80.3%+2.1pp |
| Annual return | 77.84% | 34.32%+43.5pp | 24.73%+53.1pp | 561.29%-483.4pp |
| Employer contribution / active EE | $1,964 | $2,978-34.0% | $2,463-20.3% | $4,660-57.9% |
| Participant deferral / active EE | $3,570 | $4,605-22.5% | $3,883-8.1% | $6,688-46.6% |
| Admin fee / account holder | $100 | $8,212-98.8% | $5,768-98.3% | $13,397-99.3% |