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 4-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 | $29,443 | $72,400-59.3% | $67,502-56.4% | $145,922-79.8% |
| Participation rate | 90.9% | 76.9%+14.1pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 20.78% | 7182.46%-7161.7pp | 3512.12%-3491.3pp | 561.29%-540.5pp |
| Employer contribution / active EE | $3,022 | $3,069-1.5% | $2,731+10.7% | $4,660-35.1% |
| Participant deferral / active EE | $8,894 | $4,783+85.9% | $4,000+122.3% | $6,688+33.0% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |