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 4-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 | $9,130 | $69,207-86.8% | $64,056-85.7% | $139,434-93.5% |
| Participation rate | 94.4% | 75.6%+18.9pp | 72.3%+22.1pp | 80.3%+14.1pp |
| Annual return | 26.39% | 45.88%-19.5pp | 33.69%-7.3pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,463 | $3,182-54.0% | $2,747-46.8% | $4,751-69.2% |
| Participant deferral / active EE | $1,933 | $4,682-58.7% | $3,880-50.2% | $6,710-71.2% |
| Admin fee / account holder | $35 | $4,244-99.2% | $3,068-98.8% | $11,403-99.7% |