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 8-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 | $21,706 | $102,966-78.9% | $90,281-76.0% | $152,861-85.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 23.55% | 95.16%-71.6pp | 78.10%-54.5pp | 345.32%-321.8pp |
| Employer contribution / active EE | $926 | $3,139-70.5% | $2,854-67.6% | $4,762-80.6% |
| Participant deferral / active EE | $6,861 | $4,281+60.2% | $3,885+76.6% | $5,850+17.3% |
| Admin fee / account holder | $246 | $6,171-96.0% | $5,351-95.4% | $11,596-97.9% |