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 | $20,933 | $107,791-80.6% | $90,645-76.9% | $135,375-84.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 20.62% | -0.90%+21.5pp | 1.88%+18.7pp | 519.73%-499.1pp |
| Employer contribution / active EE | $6,859 | $3,018+127.3% | $2,532+170.9% | $4,779+43.5% |
| Participant deferral / active EE | $3,272 | $3,872-15.5% | $3,425-4.5% | $5,609-41.7% |
| Admin fee / account holder | $299 | $5,930-95.0% | $4,994-94.0% | $10,827-97.2% |