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 7-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 | $26,495 | $109,817-75.9% | $98,442-73.1% | $167,490-84.2% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 318.08% | 1956.69%-1638.6pp | 1492.73%-1174.6pp | 478.56%-160.5pp |
| Employer contribution / active EE | $4,485 | $3,224+39.1% | $2,960+51.5% | $4,837-7.3% |
| Participant deferral / active EE | $5,767 | $4,673+23.4% | $4,276+34.9% | $6,341-9.1% |
| Admin fee / account holder | $184 | $6,753-97.3% | $5,949-96.9% | $12,309-98.5% |