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 9-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 | $16,219 | $104,907-84.5% | $84,611-80.8% | $152,861-89.4% |
| Participation rate | 81.3% | 74.8%+6.4pp | 68.2%+13.0pp | 82.4%-1.2pp |
| Annual return | 25.94% | 373.79%-347.8pp | 258.74%-232.8pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,392 | $3,302-57.8% | $2,652-47.5% | $4,762-70.8% |
| Participant deferral / active EE | $3,690 | $4,688-21.3% | $3,899-5.4% | $5,850-36.9% |
| Admin fee / account holder | $1 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |