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 8-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 | $31,159 | $76,738-59.4% | $56,411-44.8% | $145,922-78.6% |
| Participation rate | 91.3% | 63.2%+28.1pp | 52.5%+38.8pp | 80.3%+11.0pp |
| Annual return | 12.58% | 2994.23%-2981.6pp | 1701.33%-1688.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $541 | $1,380-60.8% | $1,039-47.9% | $4,660-88.4% |
| Participant deferral / active EE | $3,298 | $2,623+25.7% | $1,952+68.9% | $6,688-50.7% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |