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 | $21,625 | $70,606-69.4% | $53,898-59.9% | $142,382-84.8% |
| Participation rate | 90.0% | 63.7%+26.3pp | 55.0%+35.0pp | 80.1%+9.9pp |
| Annual return | 17.24% | 619.81%-602.6pp | 528.60%-511.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $532 | $1,202-55.7% | $932-42.9% | $4,299-87.6% |
| Participant deferral / active EE | $1,327 | $2,364-43.9% | $1,826-27.3% | $6,507-79.6% |
| Admin fee / account holder | $85 | $2,852-97.0% | $2,491-96.6% | $12,624-99.3% |