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 | $16,489 | $148,534-88.9% | $135,903-87.9% | $139,434-88.2% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 26.57% | 79.19%-52.6pp | 68.23%-41.7pp | 372.94%-346.4pp |
| Employer contribution / active EE | $2,409 | $5,243-54.1% | $4,856-50.4% | $4,751-49.3% |
| Participant deferral / active EE | $5,806 | $8,100-28.3% | $7,758-25.2% | $6,710-13.5% |
| Admin fee / account holder | $90 | $12,400-99.3% | $10,762-99.2% | $11,403-99.2% |