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 | $19,245 | $76,738-74.9% | $56,411-65.9% | $145,922-86.8% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 13.16% | 2994.23%-2981.1pp | 1701.33%-1688.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,243 | $1,380-9.9% | $1,039+19.7% | $4,660-73.3% |
| Participant deferral / active EE | $1,496 | $2,623-43.0% | $1,952-23.4% | $6,688-77.6% |
| Admin fee / account holder | $234 | $3,334-93.0% | $2,829-91.7% | $13,397-98.3% |