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 | $8,138 | $108,172-92.5% | $77,482-89.5% | $158,922-94.9% |
| Participation rate | 95.7% | 64.4%+31.2pp | 54.2%+41.5pp | 82.0%+13.7pp |
| Annual return | 24.14% | 31.67%-7.5pp | 54.79%-30.6pp | 302.83%-278.7pp |
| Employer contribution / active EE | $3,619 | $1,325+173.2% | $986+266.9% | $4,761-24.0% |
| Participant deferral / active EE | $1,336 | $2,456-45.6% | $1,861-28.2% | $5,982-77.7% |
| Admin fee / account holder | $167 | $3,708-95.5% | $2,858-94.2% | $11,246-98.5% |