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 | $30,482 | $104,974-71.0% | $95,585-68.1% | $142,382-78.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 12.66% | 210.33%-197.7pp | 38.56%-25.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,635 | $2,779-41.2% | $2,527-35.3% | $4,299-62.0% |
| Participant deferral / active EE | $2,833 | $4,352-34.9% | $4,023-29.6% | $6,507-56.5% |
| Admin fee / account holder | $12 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |