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 | $29,742 | $76,738-61.2% | $56,411-47.3% | $145,922-79.6% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+19.0pp | 80.3%-8.8pp |
| Annual return | 10.28% | 2994.23%-2983.9pp | 1701.33%-1691.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $8,626 | $1,380+525.2% | $1,039+730.5% | $4,660+85.1% |
| Participant deferral / active EE | $493 | $2,623-81.2% | $1,952-74.8% | $6,688-92.6% |
| Admin fee / account holder | $112 | $3,334-96.6% | $2,829-96.0% | $13,397-99.2% |