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 | $11,309 | $102,604-89.0% | $86,188-86.9% | $139,434-91.9% |
| Participation rate | 76.9% | 74.5%+2.4pp | 69.0%+8.0pp | 80.3%-3.4pp |
| Annual return | 49.93% | 1922.51%-1872.6pp | 1168.45%-1118.5pp | 372.94%-323.0pp |
| Employer contribution / active EE | $1,595 | $3,032-47.4% | $2,380-33.0% | $4,751-66.4% |
| Participant deferral / active EE | $4,024 | $4,676-13.9% | $3,985+1.0% | $6,710-40.0% |
| Admin fee / account holder | $64 | $8,657-99.3% | $6,852-99.1% | $11,403-99.4% |