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 | $24,269 | $91,190-73.4% | $178,490-86.4% | $79,858-69.6% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 18.51% | 24.19%-5.7pp | 151.07%-132.6pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,885 | $3,256-11.4% | $5,011-42.4% | $2,471+16.8% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $292 | $6,751-95.7% | $13,984-97.9% | $5,306-94.5% |