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 6-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 | $12,839 | $47,479-73.0% | $62,929-79.6% | $82,448-84.4% |
| Participation rate | 87.2% | 66.9%+20.4pp | 73.1%+14.1pp | 68.1%+19.2pp |
| Annual return | 27.77% | 20.34%+7.4pp | 1063.93%-1036.2pp | 41.64%-13.9pp |
| Employer contribution / active EE | $1,544 | $1,885-18.1% | $2,505-38.3% | $2,551-39.5% |
| Participant deferral / active EE | $2,271 | $2,870-20.9% | $3,888-41.6% | $4,139-45.1% |
| Admin fee / account holder | $222 | $3,804-94.2% | $5,065-95.6% | $7,234-96.9% |