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 | $20,153 | $102,966-80.4% | $90,281-77.7% | $152,861-86.8% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 50.12% | 95.16%-45.0pp | 78.10%-28.0pp | 345.32%-295.2pp |
| Employer contribution / active EE | $4,152 | $3,139+32.3% | $2,854+45.5% | $4,762-12.8% |
| Participant deferral / active EE | $6,027 | $4,281+40.8% | $3,885+55.1% | $5,850+3.0% |
| Admin fee / account holder | $60 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |