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 7-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 | $20,898 | $118,849-82.4% | $96,562-78.4% | $167,490-87.5% |
| Participation rate | 86.7% | 75.5%+11.2pp | 69.8%+16.9pp | 82.1%+4.6pp |
| Annual return | 15.37% | 50.49%-35.1pp | 37.78%-22.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,575 | $3,120-49.5% | $2,356-33.2% | $4,837-67.4% |
| Participant deferral / active EE | $5,841 | $4,616+26.5% | $3,849+51.8% | $6,341-7.9% |
| Admin fee / account holder | $28 | $8,065-99.7% | $6,181-99.5% | $12,309-99.8% |