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 | $27,674 | $82,664-66.5% | $125,339-77.9% | $68,494-59.6% |
| Participation rate | 98.8% | 75.0%+23.8pp | 82.4%+16.5pp | 67.9%+30.9pp |
| Annual return | 272.09% | -5.97%+278.1pp | 572.05%-300.0pp | -7.84%+279.9pp |
| Employer contribution / active EE | $1,277 | $3,381-62.2% | $4,814-73.5% | $2,596-50.8% |
| Participant deferral / active EE | $3,473 | $6,110-43.2% | $7,446-53.4% | $4,027-13.8% |
| Admin fee / account holder | $217 | $6,275-96.5% | $10,010-97.8% | $5,403-96.0% |