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 | $45,420 | $76,312-40.5% | $67,221-32.4% | $158,922-71.4% |
| Participation rate | 91.3% | 84.3%+7.0pp | 79.4%+11.9pp | 82.0%+9.3pp |
| Annual return | 1662.16% | 22.77%+1639.4pp | 20.72%+1641.4pp | 302.83%+1359.3pp |
| Employer contribution / active EE | $5,107 | $4,476+14.1% | $3,723+37.2% | $4,761+7.3% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $4,384-100.0% | $5,982-100.0% |
| Admin fee / account holder | $132 | $8,005-98.4% | $5,844-97.7% | $11,246-98.8% |