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 7-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 | $8,426 | $27,915-69.8% | $58,482-85.6% | $75,163-88.8% |
| Participation rate | 93.2% | 38.8%+54.3pp | 50.9%+42.3pp | 67.2%+26.0pp |
| Annual return | 23.59% | 44.20%-20.6pp | 4239.32%-4215.7pp | 160.62%-137.0pp |
| Employer contribution / active EE | $748 | $669+11.8% | $1,053-29.0% | $2,670-72.0% |
| Participant deferral / active EE | $2,329 | $1,201+93.9% | $1,924+21.0% | $4,125-43.5% |
| Admin fee / account holder | $221 | $1,726-87.2% | $2,516-91.2% | $5,651-96.1% |