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 7-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 | $25,287 | $100,852-74.9% | $90,404-72.0% | $158,922-84.1% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 31.34% | 1724.20%-1692.9pp | 1293.02%-1261.7pp | 302.83%-271.5pp |
| Employer contribution / active EE | $2,741 | $3,689-25.7% | $3,262-16.0% | $4,761-42.4% |
| Participant deferral / active EE | $6,329 | $4,348+45.6% | $3,963+59.7% | $5,982+5.8% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |