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 | $40,961 | $70,606-42.0% | $53,898-24.0% | $142,382-71.2% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 13.78% | 619.81%-606.0pp | 528.60%-514.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,651 | $1,202+37.4% | $932+77.2% | $4,299-61.6% |
| Participant deferral / active EE | $4,463 | $2,364+88.8% | $1,826+144.4% | $6,507-31.4% |
| Admin fee / account holder | $226 | $2,852-92.1% | $2,491-90.9% | $12,624-98.2% |