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 8-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 | $56,126 | $72,071-22.1% | $68,368-17.9% | $137,256-59.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 14.86% | 353.14%-338.3pp | 292.57%-277.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,288 | $2,788-53.8% | $2,649-51.4% | $4,156-69.0% |
| Participant deferral / active EE | $4,866 | $4,410+10.3% | $4,123+18.0% | $6,407-24.1% |
| Admin fee / account holder | $19 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |