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 | $28,500 | $81,632-65.1% | $70,449-59.5% | $158,922-82.1% |
| Participation rate | 81.8% | 77.7%+4.1pp | 75.1%+6.8pp | 82.0%-0.1pp |
| Annual return | 23.31% | 208.40%-185.1pp | 109.03%-85.7pp | 302.83%-279.5pp |
| Employer contribution / active EE | $804 | $3,217-75.0% | $2,737-70.6% | $4,761-83.1% |
| Participant deferral / active EE | $5,624 | $4,554+23.5% | $3,709+51.6% | $5,982-6.0% |
| Admin fee / account holder | $20 | $6,193-99.7% | $3,845-99.5% | $11,246-99.8% |