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 | $8,856 | $58,208-84.8% | $81,812-89.2% | $80,856-89.0% |
| Participation rate | 93.8% | 63.4%+30.3pp | 72.3%+21.4pp | 67.6%+26.1pp |
| Annual return | 12.45% | 41.66%-29.2pp | 773.79%-761.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,153 | $2,340-50.7% | $2,912-60.4% | $2,755-58.1% |
| Participant deferral / active EE | $2,681 | $3,281-18.3% | $4,319-37.9% | $4,296-37.6% |
| Admin fee / account holder | $85 | $4,981-98.3% | $7,386-98.8% | $6,918-98.8% |