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 5-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 | $31,180 | $102,604-69.6% | $86,188-63.8% | $139,434-77.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 26.06% | 1922.51%-1896.4pp | 1168.45%-1142.4pp | 372.94%-346.9pp |
| Employer contribution / active EE | $2,883 | $3,032-4.9% | $2,380+21.1% | $4,751-39.3% |
| Participant deferral / active EE | $9,150 | $4,676+95.7% | $3,985+129.6% | $6,710+36.4% |
| Admin fee / account holder | $275 | $8,657-96.8% | $6,852-96.0% | $11,403-97.6% |