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 | $24,816 | $103,376-76.0% | $87,100-71.5% | $152,861-83.8% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 27.88% | 28.10%-0.2pp | 28.19%-0.3pp | 345.32%-317.4pp |
| Employer contribution / active EE | $3,187 | $3,220-1.0% | $2,521+26.4% | $4,762-33.1% |
| Participant deferral / active EE | $8,072 | $4,778+69.0% | $4,049+99.4% | $5,850+38.0% |
| Admin fee / account holder | $259 | $12,205-97.9% | $7,497-96.5% | $11,596-97.8% |