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 | $8,945 | $88,710-89.9% | $81,783-89.1% | $145,959-93.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 20.38% | 1027.26%-1006.9pp | 775.05%-754.7pp | 561.95%-541.6pp |
| Employer contribution / active EE | $1,802 | $3,083-41.6% | $2,913-38.1% | $4,661-61.3% |
| Participant deferral / active EE | $2,382 | $4,645-48.7% | $4,320-44.9% | $6,689-64.4% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |