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 | $26,229 | $100,852-74.0% | $90,404-71.0% | $158,922-83.5% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.7%+22.1pp | 82.0%+12.8pp |
| Annual return | 30.66% | 1724.20%-1693.5pp | 1293.02%-1262.4pp | 302.83%-272.2pp |
| Employer contribution / active EE | $524 | $3,689-85.8% | $3,262-83.9% | $4,761-89.0% |
| Participant deferral / active EE | $7,187 | $4,348+65.3% | $3,963+81.3% | $5,982+20.1% |
| Admin fee / account holder | $69 | $6,501-98.9% | $5,611-98.8% | $11,246-99.4% |