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 | $19,796 | $97,744-79.7% | $103,476-80.9% | $145,922-86.4% |
| Participation rate | 90.9% | 81.1%+9.8pp | 80.5%+10.4pp | 80.3%+10.6pp |
| Annual return | 17.21% | 25.41%-8.2pp | 23.90%-6.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,825 | $4,677-61.0% | $4,672-60.9% | $4,660-60.8% |
| Participant deferral / active EE | $3,601 | $6,603-45.5% | $6,623-45.6% | $6,688-46.2% |
| Admin fee / account holder | $11 | $12,515-99.9% | $9,413-99.9% | $13,397-99.9% |