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 | $19,418 | $88,751-78.1% | $81,812-76.3% | $145,922-86.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 20.83% | 1025.40%-1004.6pp | 773.79%-753.0pp | 561.29%-540.5pp |
| Employer contribution / active EE | $793 | $3,083-74.3% | $2,912-72.8% | $4,660-83.0% |
| Participant deferral / active EE | $2,904 | $4,643-37.5% | $4,319-32.8% | $6,688-56.6% |
| Admin fee / account holder | $32 | $8,415-99.6% | $7,386-99.6% | $13,397-99.8% |