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 9-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 | $33,307 | $176,662-81.1% | $130,648-74.5% | $152,861-78.2% |
| Participation rate | 95.7% | 79.0%+16.7pp | 71.7%+23.9pp | 82.4%+13.2pp |
| Annual return | 23.99% | 2692.24%-2668.3pp | 1708.96%-1685.0pp | 345.32%-321.3pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,347 | $4,361+22.6% | $3,603+48.4% | $5,850-8.6% |
| Admin fee / account holder | $250 | $7,133-96.5% | $5,464-95.4% | $11,596-97.8% |