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 | $27,723 | $176,377-84.3% | $134,143-79.3% | $158,922-82.6% |
| Participation rate | 94.1% | 78.7%+15.4pp | 72.2%+21.9pp | 82.0%+12.2pp |
| Annual return | 18.71% | 63.63%-44.9pp | 36.33%-17.6pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,428 | $5,040-51.8% | $3,704-34.5% | $4,761-49.0% |
| Participant deferral / active EE | $5,025 | $4,091+22.8% | $3,499+43.6% | $5,982-16.0% |
| Admin fee / account holder | $15 | $8,718-99.8% | $6,684-99.8% | $11,246-99.9% |