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 | $19,746 | $109,817-82.0% | $98,442-79.9% | $167,490-88.2% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 23.44% | 1956.69%-1933.3pp | 1492.73%-1469.3pp | 478.56%-455.1pp |
| Employer contribution / active EE | $1,388 | $3,224-57.0% | $2,960-53.1% | $4,837-71.3% |
| Participant deferral / active EE | $5,723 | $4,673+22.5% | $4,276+33.8% | $6,341-9.7% |
| Admin fee / account holder | $85 | $6,753-98.7% | $5,949-98.6% | $12,309-99.3% |