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 6-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 | $12,967 | $127,264-89.8% | $109,895-88.2% | $167,490-92.3% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.2%+15.8pp | 82.1%+7.9pp |
| Annual return | 40.86% | 22.97%+17.9pp | 29.45%+11.4pp | 478.56%-437.7pp |
| Employer contribution / active EE | $1,871 | $3,322-43.7% | $2,842-34.2% | $4,837-61.3% |
| Participant deferral / active EE | $6,775 | $4,514+50.1% | $4,048+67.4% | $6,341+6.8% |
| Admin fee / account holder | $97 | $7,114-98.6% | $6,066-98.4% | $12,309-99.2% |