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 | $27,827 | $169,032-83.5% | $129,207-78.5% | $145,922-80.9% |
| Participation rate | 70.0% | 76.4%-6.4pp | 69.6%+0.4pp | 80.3%-10.3pp |
| Annual return | 13.27% | 14330.11%-14316.8pp | 9417.33%-9404.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,324 | $5,537-76.1% | $4,153-68.1% | $4,660-71.6% |
| Participant deferral / active EE | $2,346 | $4,987-53.0% | $4,168-43.7% | $6,688-64.9% |
| Admin fee / account holder | $87 | $9,954-99.1% | $7,715-98.9% | $13,397-99.4% |