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 9-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 | $16,619 | $83,902-80.2% | $167,512-90.1% | $84,808-80.4% |
| Participation rate | 83.8% | 66.5%+17.3pp | 77.1%+6.7pp | 68.3%+15.5pp |
| Annual return | 23.15% | 91.55%-68.4pp | 1615.79%-1592.6pp | 40.90%-17.7pp |
| Employer contribution / active EE | $1,897 | $2,264-16.2% | $3,882-51.1% | $2,631-27.9% |
| Participant deferral / active EE | $1,810 | $4,442-59.3% | $6,405-71.7% | $4,212-57.0% |
| Admin fee / account holder | $151 | $7,915-98.1% | $9,769-98.5% | $7,344-97.9% |