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 | $57,262 | $65,561-12.7% | $86,188-33.6% | $75,163-23.8% |
| Participation rate | 90.3% | 60.5%+29.8pp | 69.0%+21.4pp | 67.2%+23.1pp |
| Annual return | 19.57% | 46.05%-26.5pp | 1168.45%-1148.9pp | 160.62%-141.0pp |
| Employer contribution / active EE | $5,286 | $1,553+240.5% | $2,380+122.1% | $2,670+98.0% |
| Participant deferral / active EE | $3,535 | $3,024+16.9% | $3,985-11.3% | $4,125-14.3% |
| Admin fee / account holder | $19 | $5,474-99.7% | $6,852-99.7% | $5,651-99.7% |