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 | $21,741 | $108,172-79.9% | $77,482-71.9% | $158,922-86.3% |
| Participation rate | 71.4% | 64.4%+7.0pp | 54.2%+17.2pp | 82.0%-10.5pp |
| Annual return | 25.59% | 31.67%-6.1pp | 54.79%-29.2pp | 302.83%-277.2pp |
| Employer contribution / active EE | $1,780 | $1,325+34.3% | $986+80.4% | $4,761-62.6% |
| Participant deferral / active EE | $3,884 | $2,456+58.1% | $1,861+108.7% | $5,982-35.1% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |