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 | $22,741 | $197,825-88.5% | $155,790-85.4% | $125,391-81.9% |
| Participation rate | 73.7% | 82.1%-8.4pp | 76.1%-2.4pp | 83.2%-9.5pp |
| Annual return | 533.04% | 86.74%+446.3pp | 71.54%+461.5pp | 282.22%+250.8pp |
| Employer contribution / active EE | $2,005 | $4,847-58.6% | $3,836-47.7% | $4,866-58.8% |
| Participant deferral / active EE | $2,809 | $5,630-50.1% | $4,797-41.4% | $5,352-47.5% |
| Admin fee / account holder | $27 | $9,545-99.7% | $7,478-99.6% | $9,540-99.7% |