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 | $20,327 | $85,202-76.1% | $172,739-88.2% | $72,985-72.1% |
| Participation rate | 75.9% | 70.1%+5.8pp | 82.6%-6.8pp | 69.5%+6.4pp |
| Annual return | 69.10% | 27.32%+41.8pp | 802.84%-733.7pp | 81.00%-11.9pp |
| Employer contribution / active EE | $1,771 | $3,324-46.7% | $5,143-65.6% | $2,440-27.4% |
| Participant deferral / active EE | $4,040 | $3,260+23.9% | $5,198-22.3% | $3,607+12.0% |
| Admin fee / account holder | $231 | $5,884-96.1% | $13,954-98.3% | $5,124-95.5% |