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 | $22,421 | $183,519-87.8% | $155,509-85.6% | $145,922-84.6% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 14.12% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,417 | $5,313-73.3% | $4,672-69.7% | $4,660-69.6% |
| Participant deferral / active EE | $5,062 | $6,462-21.7% | $5,626-10.0% | $6,688-24.3% |
| Admin fee / account holder | $123 | $19,313-99.4% | $15,912-99.2% | $13,397-99.1% |