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 | $29,769 | $88,710-66.4% | $81,783-63.6% | $145,959-79.6% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.4%+22.1pp | 80.3%+14.2pp |
| Annual return | 10.65% | 1027.26%-1016.6pp | 775.05%-764.4pp | 561.95%-551.3pp |
| Employer contribution / active EE | $1,295 | $3,083-58.0% | $2,913-55.5% | $4,661-72.2% |
| Participant deferral / active EE | $1,870 | $4,645-59.7% | $4,320-56.7% | $6,689-72.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |