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 6-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 | $16,129 | $102,604-84.3% | $86,188-81.3% | $139,434-88.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 22.37% | 1922.51%-1900.1pp | 1168.45%-1146.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,645 | $3,032-45.7% | $2,380-30.9% | $4,751-65.4% |
| Participant deferral / active EE | $1,623 | $4,676-65.3% | $3,985-59.3% | $6,710-75.8% |
| Admin fee / account holder | $101 | $8,657-98.8% | $6,852-98.5% | $11,403-99.1% |