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 | $19,095 | $115,770-83.5% | $101,248-81.1% | $158,922-88.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 18.86% | 56.14%-37.3pp | 46.47%-27.6pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,858 | $4,175-55.5% | $3,660-49.2% | $4,761-61.0% |
| Participant deferral / active EE | $2,365 | $4,957-52.3% | $4,370-45.9% | $5,982-60.5% |
| Admin fee / account holder | $274 | $7,245-96.2% | $5,945-95.4% | $11,246-97.6% |