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 | $29,646 | $124,319-76.2% | $111,297-73.4% | $167,490-82.3% |
| Participation rate | 77.8% | 79.6%-1.8pp | 77.3%+0.5pp | 82.1%-4.3pp |
| Annual return | 13.54% | 37.44%-23.9pp | 54.65%-41.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $15,640 | $3,435+355.2% | $2,731+472.7% | $4,837+223.3% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,487-100.0% | $6,341-100.0% |
| Admin fee / account holder | $126 | $10,618-98.8% | $7,964-98.4% | $12,309-99.0% |