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 | $16,711 | $48,230-65.4% | $67,502-75.2% | $80,856-79.3% |
| Participation rate | 86.2% | 66.4%+19.8pp | 72.9%+13.3pp | 67.6%+18.6pp |
| Annual return | 31.62% | 18.28%+13.3pp | 3512.12%-3480.5pp | 35.59%-4.0pp |
| Employer contribution / active EE | $836 | $2,020-58.6% | $2,731-69.4% | $2,755-69.7% |
| Participant deferral / active EE | $2,483 | $2,924-15.1% | $4,000-37.9% | $4,296-42.2% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |