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 | $34,959 | $51,638-32.3% | $68,368-48.9% | $82,448-57.6% |
| Participation rate | 70.6% | 63.6%+7.0pp | 73.8%-3.2pp | 68.1%+2.5pp |
| Annual return | 19.89% | 37.53%-17.6pp | 292.57%-272.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $696 | $2,047-66.0% | $2,649-73.7% | $2,551-72.7% |
| Participant deferral / active EE | $1,946 | $2,914-33.2% | $4,123-52.8% | $4,139-53.0% |
| Admin fee / account holder | $186 | $4,643-96.0% | $5,150-96.4% | $7,234-97.4% |