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 4-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 | $13,349 | $109,982-87.9% | $97,226-86.3% | $145,922-90.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.80% | 242.90%-222.1pp | 75.13%-54.3pp | 561.29%-540.5pp |
| Employer contribution / active EE | $1,808 | $3,084-41.4% | $2,729-33.7% | $4,660-61.2% |
| Participant deferral / active EE | $5,977 | $4,676+27.8% | $4,264+40.2% | $6,688-10.6% |
| Admin fee / account holder | $26 | $6,221-99.6% | $5,654-99.5% | $13,397-99.8% |