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 3-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 | $8,629 | $68,097-87.3% | $62,929-86.3% | $137,256-93.7% |
| Participation rate | 95.7% | 77.4%+18.2pp | 73.1%+22.5pp | 80.0%+15.7pp |
| Annual return | 75.02% | 1859.11%-1784.1pp | 1063.93%-988.9pp | 220.34%-145.3pp |
| Employer contribution / active EE | $1,345 | $2,811-52.1% | $2,505-46.3% | $4,156-67.6% |
| Participant deferral / active EE | $4,238 | $4,553-6.9% | $3,888+9.0% | $6,407-33.8% |
| Admin fee / account holder | $6 | $6,521-99.9% | $5,065-99.9% | $12,270-100.0% |