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 | $20,028 | $100,852-80.1% | $90,404-77.8% | $158,922-87.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.32% | 1724.20%-1704.9pp | 1293.02%-1273.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,978 | $4,348+37.5% | $3,963+50.8% | $5,982-0.1% |
| Admin fee / account holder | $52 | $6,501-99.2% | $5,611-99.1% | $11,246-99.5% |