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 7-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 | $18,887 | $58,208-67.6% | $81,812-76.9% | $80,856-76.6% |
| Participation rate | 96.2% | 63.4%+32.7pp | 72.3%+23.8pp | 67.6%+28.5pp |
| Annual return | 14.34% | 41.66%-27.3pp | 773.79%-759.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,420 | $2,340-39.3% | $2,912-51.2% | $2,755-48.4% |
| Participant deferral / active EE | $4,419 | $3,281+34.7% | $4,319+2.3% | $4,296+2.9% |
| Admin fee / account holder | $37 | $4,981-99.3% | $7,386-99.5% | $6,918-99.5% |