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 | $28,559 | $102,616-72.2% | $81,983-65.2% | $158,922-82.0% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.2%+19.6pp | 82.0%+6.9pp |
| Annual return | 19.80% | 61.04%-41.2pp | 41.31%-21.5pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,395 | $3,240-26.1% | $2,498-4.1% | $4,761-49.7% |
| Participant deferral / active EE | $5,490 | $4,648+18.1% | $3,722+47.5% | $5,982-8.2% |
| Admin fee / account holder | $11 | $8,235-99.9% | $5,664-99.8% | $11,246-99.9% |