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 | $26,263 | $228,332-88.5% | $185,823-85.9% | $158,922-83.5% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 13789.26% | 40.80%+13748.5pp | 35.95%+13753.3pp | 302.83%+13486.4pp |
| Employer contribution / active EE | $2,186 | $4,967-56.0% | $4,087-46.5% | $4,761-54.1% |
| Participant deferral / active EE | $19,875 | $6,415+209.8% | $5,632+252.9% | $5,982+232.2% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |