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 7-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 | $36,888 | $159,934-76.9% | $147,005-74.9% | $145,959-74.7% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 21.93% | 98.24%-76.3pp | 418.76%-396.8pp | 561.95%-540.0pp |
| Employer contribution / active EE | $1,736 | $5,287-67.2% | $4,934-64.8% | $4,661-62.8% |
| Participant deferral / active EE | $3,230 | $8,427-61.7% | $8,070-60.0% | $6,689-51.7% |
| Admin fee / account holder | $25 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |