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 | $16,605 | $115,770-85.7% | $101,248-83.6% | $158,922-89.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 26.48% | 56.14%-29.7pp | 46.47%-20.0pp | 302.83%-276.3pp |
| Employer contribution / active EE | $2,501 | $4,175-40.1% | $3,660-31.7% | $4,761-47.5% |
| Participant deferral / active EE | $2,960 | $4,957-40.3% | $4,370-32.3% | $5,982-50.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |