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 8-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 | $23,266 | $60,124-61.3% | $90,404-74.3% | $79,858-70.9% |
| Participation rate | 85.7% | 65.0%+20.7pp | 72.7%+13.0pp | 69.6%+16.1pp |
| Annual return | 846.99% | 71.94%+775.0pp | 1293.02%-446.0pp | 31.71%+815.3pp |
| Employer contribution / active EE | $1,981 | $2,068-4.2% | $3,262-39.3% | $2,471-19.8% |
| Participant deferral / active EE | $3,239 | $2,938+10.2% | $3,963-18.3% | $3,740-13.4% |
| Admin fee / account holder | $191 | $3,976-95.2% | $5,611-96.6% | $5,306-96.4% |