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 | $13,280 | $100,852-86.8% | $90,404-85.3% | $158,922-91.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 33.59% | 1724.20%-1690.6pp | 1293.02%-1259.4pp | 302.83%-269.2pp |
| Employer contribution / active EE | $1,183 | $3,689-67.9% | $3,262-63.7% | $4,761-75.2% |
| Participant deferral / active EE | $1,398 | $4,348-67.8% | $3,963-64.7% | $5,982-76.6% |
| Admin fee / account holder | $170 | $6,501-97.4% | $5,611-97.0% | $11,246-98.5% |