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 | $25,540 | $112,881-77.4% | $90,951-71.9% | $158,922-83.9% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 81.60% | 215.79%-134.2pp | 134.60%-53.0pp | 302.83%-221.2pp |
| Employer contribution / active EE | $1,403 | $2,893-51.5% | $2,122-33.9% | $4,761-70.5% |
| Participant deferral / active EE | $3,542 | $4,128-14.2% | $3,373+5.0% | $5,982-40.8% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |