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 | $22,733 | $106,515-78.7% | $96,683-76.5% | $139,434-83.7% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 70.43% | 38.43%+32.0pp | 35.69%+34.7pp | 372.94%-302.5pp |
| Employer contribution / active EE | $1,711 | $4,103-58.3% | $3,737-54.2% | $4,751-64.0% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $97 | $7,877-98.8% | $6,730-98.6% | $11,403-99.2% |