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 9-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 | $35,828 | $90,348-60.3% | $75,972-52.8% | $145,922-75.4% |
| Participation rate | 95.2% | 74.5%+20.8pp | 69.1%+26.2pp | 80.3%+15.0pp |
| Annual return | 11.54% | 620.88%-609.3pp | 359.55%-348.0pp | 561.29%-549.7pp |
| Employer contribution / active EE | $8,256 | $3,311+149.3% | $2,685+207.5% | $4,660+77.2% |
| Participant deferral / active EE | $4,799 | $5,162-7.0% | $4,255+12.8% | $6,688-28.2% |
| Admin fee / account holder | $266 | $8,467-96.9% | $6,467-95.9% | $13,397-98.0% |