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 5-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 | $24,208 | $65,561-63.1% | $86,188-71.9% | $75,163-67.8% |
| Participation rate | 93.5% | 60.5%+33.1pp | 69.0%+24.6pp | 67.2%+26.4pp |
| Annual return | 16.73% | 46.05%-29.3pp | 1168.45%-1151.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,152 | $1,553-25.8% | $2,380-51.6% | $2,670-56.8% |
| Participant deferral / active EE | $2,170 | $3,024-28.2% | $3,985-45.5% | $4,125-47.4% |
| Admin fee / account holder | $235 | $5,474-95.7% | $6,852-96.6% | $5,651-95.8% |