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 8-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 | $24,256 | $176,662-86.3% | $130,648-81.4% | $152,861-84.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 1170.22% | 2692.24%-1522.0pp | 1708.96%-538.7pp | 345.32%+824.9pp |
| Employer contribution / active EE | $1,084 | $5,742-81.1% | $4,092-73.5% | $4,762-77.2% |
| Participant deferral / active EE | $1,910 | $4,361-56.2% | $3,603-47.0% | $5,850-67.3% |
| Admin fee / account holder | $129 | $7,133-98.2% | $5,464-97.6% | $11,596-98.9% |