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 | $24,837 | $70,756-64.9% | $65,493-62.1% | $142,382-82.6% |
| Participation rate | 91.7% | 77.4%+14.3pp | 73.1%+18.6pp | 80.1%+11.5pp |
| Annual return | 23.25% | 1754.89%-1731.6pp | 982.45%-959.2pp | 217.08%-193.8pp |
| Employer contribution / active EE | $2,998 | $2,881+4.1% | $2,574+16.4% | $4,299-30.3% |
| Participant deferral / active EE | $6,447 | $4,637+39.0% | $3,961+62.8% | $6,507-0.9% |
| Admin fee / account holder | $58 | $6,559-99.1% | $5,028-98.8% | $12,624-99.5% |