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 6-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 | $8,909 | $54,705-83.7% | $71,209-87.5% | $84,808-89.5% |
| Participation rate | 92.5% | 64.1%+28.4pp | 73.8%+18.7pp | 68.3%+24.2pp |
| Annual return | 18.72% | 35.90%-17.2pp | 282.51%-263.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,962 | $2,158-9.1% | $2,721-27.9% | $2,631-25.4% |
| Participant deferral / active EE | $1,625 | $3,030-46.4% | $4,175-61.1% | $4,212-61.4% |
| Admin fee / account holder | $1 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |