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 | $27,752 | $29,660-6.4% | $56,411-50.8% | $80,856-65.7% |
| Participation rate | 70.0% | 41.6%+28.4pp | 52.5%+17.5pp | 67.6%+2.4pp |
| Annual return | 26.53% | 35.23%-8.7pp | 1701.33%-1674.8pp | 35.59%-9.1pp |
| Employer contribution / active EE | $894 | $669+33.6% | $1,039-13.9% | $2,755-67.5% |
| Participant deferral / active EE | $1,137 | $1,226-7.3% | $1,952-41.7% | $4,296-73.5% |
| Admin fee / account holder | $280 | $2,428-88.5% | $2,829-90.1% | $6,918-95.9% |