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 9-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 | $42,083 | $118,849-64.6% | $96,562-56.4% | $167,490-74.9% |
| Participation rate | 86.7% | 75.5%+11.2pp | 69.8%+16.9pp | 82.1%+4.6pp |
| Annual return | 31.02% | 50.49%-19.5pp | 37.78%-6.8pp | 478.56%-447.5pp |
| Employer contribution / active EE | $958 | $3,120-69.3% | $2,356-59.4% | $4,837-80.2% |
| Participant deferral / active EE | $4,146 | $4,616-10.2% | $3,849+7.7% | $6,341-34.6% |
| Admin fee / account holder | $37 | $8,065-99.5% | $6,181-99.4% | $12,309-99.7% |