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 | $88,751-89.9% | $81,812-89.1% | $145,922-93.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 20.38% | 1025.40%-1005.0pp | 773.79%-753.4pp | 561.29%-540.9pp |
| Employer contribution / active EE | $1,802 | $3,083-41.6% | $2,912-38.1% | $4,660-61.3% |
| Participant deferral / active EE | $2,382 | $4,643-48.7% | $4,319-44.8% | $6,688-64.4% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |