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 | $14,233 | $91,190-84.4% | $178,490-92.0% | $79,858-82.2% |
| Participation rate | 83.7% | 69.2%+14.5pp | 81.9%+1.7pp | 69.6%+14.0pp |
| Annual return | 95.59% | 24.19%+71.4pp | 151.07%-55.5pp | 31.71%+63.9pp |
| Employer contribution / active EE | $2,071 | $3,256-36.4% | $5,011-58.7% | $2,471-16.2% |
| Participant deferral / active EE | $4,707 | $3,236+45.5% | $5,202-9.5% | $3,740+25.9% |
| Admin fee / account holder | $179 | $6,751-97.3% | $13,984-98.7% | $5,306-96.6% |