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 9-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 | $5,838 | $22,587-74.2% | $65,255-91.1% | $75,163-92.2% |
| Participation rate | 95.2% | 63.1%+32.1pp | 65.0%+30.3pp | 67.2%+28.0pp |
| Annual return | 20.91% | 71.03%-50.1pp | 47.35%-26.4pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,544 | $941+64.1% | $1,691-8.7% | $2,670-42.2% |
| Participant deferral / active EE | $2,062 | $1,695+21.6% | $2,831-27.2% | $4,125-50.0% |
| Admin fee / account holder | $172 | $1,876-90.8% | $4,112-95.8% | $5,651-96.9% |