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 | $32,850 | $118,849-72.4% | $96,562-66.0% | $167,490-80.4% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 21.88% | 50.49%-28.6pp | 37.78%-15.9pp | 478.56%-456.7pp |
| Employer contribution / active EE | $898 | $3,120-71.2% | $2,356-61.9% | $4,837-81.4% |
| Participant deferral / active EE | $4,235 | $4,616-8.3% | $3,849+10.0% | $6,341-33.2% |
| Admin fee / account holder | $268 | $8,065-96.7% | $6,181-95.7% | $12,309-97.8% |