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 | $19,707 | $100,852-80.5% | $90,404-78.2% | $158,922-87.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 40.52% | 1724.20%-1683.7pp | 1293.02%-1252.5pp | 302.83%-262.3pp |
| Employer contribution / active EE | $2,059 | $3,689-44.2% | $3,262-36.9% | $4,761-56.8% |
| Participant deferral / active EE | $5,492 | $4,348+26.3% | $3,963+38.6% | $5,982-8.2% |
| Admin fee / account holder | $173 | $6,501-97.3% | $5,611-96.9% | $11,246-98.5% |