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 | $54,705-36.1% | $71,209-50.9% | $84,808-58.8% |
| Participation rate | 70.6% | 64.1%+6.5pp | 73.8%-3.2pp | 68.3%+2.3pp |
| Annual return | 19.89% | 35.90%-16.0pp | 282.51%-262.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $696 | $2,158-67.8% | $2,721-74.4% | $2,631-73.6% |
| Participant deferral / active EE | $1,946 | $3,030-35.8% | $4,175-53.4% | $4,212-53.8% |
| Admin fee / account holder | $186 | $4,863-96.2% | $5,349-96.5% | $7,344-97.5% |