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 | $9,967 | $100,852-90.1% | $90,404-89.0% | $158,922-93.7% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 68.98% | 1724.20%-1655.2pp | 1293.02%-1224.0pp | 302.83%-233.8pp |
| Employer contribution / active EE | $1,889 | $3,689-48.8% | $3,262-42.1% | $4,761-60.3% |
| Participant deferral / active EE | $3,110 | $4,348-28.5% | $3,963-21.5% | $5,982-48.0% |
| Admin fee / account holder | $68 | $6,501-99.0% | $5,611-98.8% | $11,246-99.4% |