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 | $35,552 | $88,672-59.9% | $105,223-66.2% | $82,448-56.9% |
| Participation rate | 97.5% | 67.9%+29.6pp | 75.0%+22.5pp | 68.1%+29.4pp |
| Annual return | 17.34% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,405 | $3,048-53.9% | $3,689-61.9% | $2,551-44.9% |
| Participant deferral / active EE | $3,038 | $4,036-24.7% | $5,072-40.1% | $4,139-26.6% |
| Admin fee / account holder | $205 | $7,146-97.1% | $8,859-97.7% | $7,234-97.2% |