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 3-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 | $9,808 | $107,452-90.9% | $91,541-89.3% | $142,382-93.1% |
| Participation rate | 93.3% | 75.1%+18.3pp | 69.8%+23.6pp | 80.1%+13.2pp |
| Annual return | 29.12% | 22.06%+7.1pp | 20.50%+8.6pp | 217.08%-188.0pp |
| Employer contribution / active EE | $1,578 | $2,994-47.3% | $2,505-37.0% | $4,299-63.3% |
| Participant deferral / active EE | $1,885 | $4,754-60.3% | $4,008-53.0% | $6,507-71.0% |
| Admin fee / account holder | $24 | $8,834-99.7% | $6,956-99.7% | $12,624-99.8% |