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 | $11,186 | $110,261-89.9% | $95,745-88.3% | $139,434-92.0% |
| Participation rate | 95.5% | 75.8%+19.7pp | 72.3%+23.2pp | 80.3%+15.1pp |
| Annual return | 20.82% | 27.11%-6.3pp | 28.35%-7.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,852 | $3,257-43.1% | $2,835-34.6% | $4,751-61.0% |
| Participant deferral / active EE | $3,942 | $4,676-15.7% | $4,245-7.1% | $6,710-41.2% |
| Admin fee / account holder | $285 | $6,613-95.7% | $5,678-95.0% | $11,403-97.5% |