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 | $14,825 | $111,754-86.7% | $103,333-85.7% | $145,922-89.8% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 12.38% | 24.77%-12.4pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,629 | $4,212-61.3% | $3,868-57.9% | $4,660-65.0% |
| Participant deferral / active EE | $4,019 | $5,619-28.5% | $5,057-20.5% | $6,688-39.9% |
| Admin fee / account holder | $189 | $9,750-98.1% | $8,355-97.7% | $13,397-98.6% |