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 | $23,267 | $65,409-64.4% | $98,442-76.4% | $85,850-72.9% |
| Participation rate | 92.9% | 65.0%+27.9pp | 73.3%+19.5pp | 69.3%+23.5pp |
| Annual return | 16.64% | 21.76%-5.1pp | 1492.73%-1476.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $2,482 | $2,168+14.5% | $2,960-16.1% | $2,565-3.2% |
| Participant deferral / active EE | $3,064 | $3,166-3.2% | $4,276-28.3% | $3,952-22.5% |
| Admin fee / account holder | $4 | $4,593-99.9% | $5,949-99.9% | $6,260-99.9% |