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 5-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 | $9,719 | $109,817-91.1% | $98,442-90.1% | $167,490-94.2% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 69.55% | 1956.69%-1887.1pp | 1492.73%-1423.2pp | 478.56%-409.0pp |
| Employer contribution / active EE | $1,924 | $3,224-40.3% | $2,960-35.0% | $4,837-60.2% |
| Participant deferral / active EE | $3,957 | $4,673-15.3% | $4,276-7.5% | $6,341-37.6% |
| Admin fee / account holder | $288 | $6,753-95.7% | $5,949-95.2% | $12,309-97.7% |