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 | $22,352 | $105,931-78.9% | $81,930-72.7% | $158,922-85.9% |
| Participation rate | 94.4% | 75.6%+18.8pp | 72.0%+22.4pp | 82.0%+12.5pp |
| Annual return | 16.14% | 38.17%-22.0pp | 29.49%-13.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,871 | $7,800-50.4% | $4,310-10.2% | $4,761-18.7% |
| Participant deferral / active EE | $2,217 | $13,003-83.0% | $7,107-68.8% | $5,982-62.9% |
| Admin fee / account holder | $6 | $8,489-99.9% | $5,158-99.9% | $11,246-99.9% |