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 5-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 | $26,459 | $100,754-73.7% | $86,677-69.5% | $134,475-80.3% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | 291.46% | 29.04%+262.4pp | 35.91%+255.5pp | 417.96%-126.5pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,438 | $5,338+95.5% | $4,656+124.2% | $6,400+63.1% |
| Admin fee / account holder | $176 | $10,926-98.4% | $7,493-97.7% | $11,426-98.5% |