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 | $20,605 | $77,419-73.4% | $69,455-70.3% | $152,861-86.5% |
| Participation rate | 95.8% | 78.1%+17.7pp | 74.6%+21.2pp | 82.4%+13.4pp |
| Annual return | 15.70% | 39.06%-23.4pp | 28.97%-13.3pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,343 | $3,315-59.5% | $2,779-51.7% | $4,762-71.8% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $217 | $6,207-96.5% | $3,839-94.4% | $11,596-98.1% |