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 | $19,906 | $115,882-82.8% | $100,516-80.2% | $158,922-87.5% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 27.67% | 34.79%-7.1pp | 30.89%-3.2pp | 302.83%-275.2pp |
| Employer contribution / active EE | $1,659 | $4,103-59.6% | $3,418-51.5% | $4,761-65.2% |
| Participant deferral / active EE | $4,137 | $6,674-38.0% | $6,270-34.0% | $5,982-30.8% |
| Admin fee / account holder | $20 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |