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 | $11,259 | $156,846-92.8% | $121,098-90.7% | $139,434-91.9% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 38.89% | 1474.56%-1435.7pp | 985.75%-946.9pp | 372.94%-334.1pp |
| Employer contribution / active EE | $3,024 | $5,536-45.4% | $4,164-27.4% | $4,751-36.4% |
| Participant deferral / active EE | $4,795 | $4,844-1.0% | $4,080+17.5% | $6,710-28.5% |
| Admin fee / account holder | $90 | $6,946-98.7% | $5,644-98.4% | $11,403-99.2% |