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 3-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 | $29,839 | $180,749-83.5% | $160,784-81.4% | $137,256-78.3% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 72.75% | 2234.46%-2161.7pp | 1803.92%-1731.2pp | 220.34%-147.6pp |
| Employer contribution / active EE | $2,266 | $4,155-45.5% | $3,733-39.3% | $4,156-45.5% |
| Participant deferral / active EE | $5,629 | $6,844-17.8% | $6,293-10.6% | $6,407-12.1% |
| Admin fee / account holder | $31 | $10,397-99.7% | $9,717-99.7% | $12,270-99.8% |