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 | $20,063 | $202,432-90.1% | $169,368-88.2% | $139,434-85.6% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 12.91% | 531.74%-518.8pp | 405.60%-392.7pp | 372.94%-360.0pp |
| Employer contribution / active EE | $744 | $4,692-84.1% | $4,013-81.5% | $4,751-84.3% |
| Participant deferral / active EE | $4,030 | $6,938-41.9% | $6,221-35.2% | $6,710-39.9% |
| Admin fee / account holder | $290 | $10,708-97.3% | $9,003-96.8% | $11,403-97.5% |