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 9-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 | $33,491 | $198,466-83.1% | $170,442-80.4% | $147,584-77.3% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 988.09% | 257.29%+730.8pp | 205.93%+782.2pp | 578.55%+409.5pp |
| Employer contribution / active EE | $5,284 | $6,184-14.5% | $5,433-2.7% | $4,876+8.4% |
| Participant deferral / active EE | $4,457 | $5,629-20.8% | $4,939-9.8% | $5,439-18.1% |
| Admin fee / account holder | $108 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |