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 | $19,504 | $100,852-80.7% | $90,404-78.4% | $158,922-87.7% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.7%+22.6pp | 82.0%+13.3pp |
| Annual return | 27.93% | 1724.20%-1696.3pp | 1293.02%-1265.1pp | 302.83%-274.9pp |
| Employer contribution / active EE | $1,422 | $3,689-61.5% | $3,262-56.4% | $4,761-70.1% |
| Participant deferral / active EE | $2,471 | $4,348-43.2% | $3,963-37.7% | $5,982-58.7% |
| Admin fee / account holder | $113 | $6,501-98.3% | $5,611-98.0% | $11,246-99.0% |