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 | $40,601 | $76,738-47.1% | $56,411-28.0% | $145,922-72.2% |
| Participation rate | 77.8% | 63.2%+14.6pp | 52.5%+25.3pp | 80.3%-2.5pp |
| Annual return | 17.36% | 2994.23%-2976.9pp | 1701.33%-1684.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,345 | $1,380-2.5% | $1,039+29.5% | $4,660-71.1% |
| Participant deferral / active EE | $1,964 | $2,623-25.1% | $1,952+0.6% | $6,688-70.6% |
| Admin fee / account holder | $20 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |