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 | $10,505 | $102,966-89.8% | $90,281-88.4% | $152,861-93.1% |
| Participation rate | 82.4% | 75.9%+6.5pp | 73.3%+9.1pp | 82.4%-0.1pp |
| Annual return | 31.11% | 95.16%-64.1pp | 78.10%-47.0pp | 345.32%-314.2pp |
| Employer contribution / active EE | $1,173 | $3,139-62.6% | $2,854-58.9% | $4,762-75.4% |
| Participant deferral / active EE | $4,025 | $4,281-6.0% | $3,885+3.6% | $5,850-31.2% |
| Admin fee / account holder | $76 | $6,171-98.8% | $5,351-98.6% | $11,596-99.3% |