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 | $35,588 | $76,738-53.6% | $56,411-36.9% | $145,922-75.6% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+19.0pp | 80.3%-8.8pp |
| Annual return | 13.26% | 2994.23%-2981.0pp | 1701.33%-1688.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $500 | $1,380-63.8% | $1,039-51.9% | $4,660-89.3% |
| Participant deferral / active EE | $3,286 | $2,623+25.3% | $1,952+68.3% | $6,688-50.9% |
| Admin fee / account holder | $59 | $3,334-98.2% | $2,829-97.9% | $13,397-99.6% |