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 | $28,331 | $57,281-50.5% | $86,612-67.3% | $75,163-62.3% |
| Participation rate | 84.0% | 63.2%+20.8pp | 71.7%+12.3pp | 67.2%+16.8pp |
| Annual return | 13.67% | 2670.75%-2657.1pp | 591.07%-577.4pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,101 | $2,314-9.2% | $3,022-30.5% | $2,670-21.3% |
| Participant deferral / active EE | $5,353 | $3,318+61.3% | $4,438+20.6% | $4,125+29.8% |
| Admin fee / account holder | $108 | $4,112-97.4% | $5,614-98.1% | $5,651-98.1% |