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 6-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 | $16,461 | $76,738-78.5% | $56,411-70.8% | $145,922-88.7% |
| Participation rate | 91.7% | 63.2%+28.5pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 15.79% | 2994.23%-2978.4pp | 1701.33%-1685.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,002 | $1,380-27.4% | $1,039-3.5% | $4,660-78.5% |
| Participant deferral / active EE | $3,234 | $2,623+23.3% | $1,952+65.7% | $6,688-51.6% |
| Admin fee / account holder | $222 | $3,334-93.4% | $2,829-92.2% | $13,397-98.3% |