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 | $32,787 | $72,400-54.7% | $67,502-51.4% | $145,922-77.5% |
| Participation rate | 95.5% | 76.9%+18.6pp | 72.9%+22.6pp | 80.3%+15.2pp |
| Annual return | 18.06% | 7182.46%-7164.4pp | 3512.12%-3494.1pp | 561.29%-543.2pp |
| Employer contribution / active EE | $2,637 | $3,069-14.1% | $2,731-3.4% | $4,660-43.4% |
| Participant deferral / active EE | $6,837 | $4,783+42.9% | $4,000+70.9% | $6,688+2.2% |
| Admin fee / account holder | $192 | $5,539-96.5% | $3,998-95.2% | $13,397-98.6% |