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 6-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 | $21,665 | $112,729-80.8% | $98,716-78.1% | $137,256-84.2% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 15.93% | 38.48%-22.6pp | 31.81%-15.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,131 | $2,725-58.5% | $2,279-50.4% | $4,156-72.8% |
| Participant deferral / active EE | $1,789 | $4,640-61.4% | $4,048-55.8% | $6,407-72.1% |
| Admin fee / account holder | $5 | $10,129-100.0% | $8,703-99.9% | $12,270-100.0% |