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 | $19,021 | $104,486-81.8% | $76,817-75.2% | $152,861-87.6% |
| Participation rate | 83.3% | 76.6%+6.7pp | 72.1%+11.3pp | 82.4%+0.9pp |
| Annual return | 21.97% | 1013.37%-991.4pp | 1166.11%-1144.1pp | 345.32%-323.3pp |
| Employer contribution / active EE | $5,645 | $3,116+81.2% | $2,302+145.2% | $4,762+18.5% |
| Participant deferral / active EE | $4,083 | $4,236-3.6% | $3,336+22.4% | $5,850-30.2% |
| Admin fee / account holder | $38 | $12,275-99.7% | $6,420-99.4% | $11,596-99.7% |