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 | $102,245-90.4% | $89,340-89.0% | $137,256-92.9% |
| Participation rate | 93.3% | 74.9%+18.4pp | 69.6%+23.8pp | 80.0%+13.4pp |
| Annual return | 29.12% | 21.89%+7.2pp | 20.57%+8.5pp | 220.34%-191.2pp |
| Employer contribution / active EE | $1,578 | $2,529-37.6% | $2,231-29.3% | $4,156-62.0% |
| Participant deferral / active EE | $1,885 | $4,436-57.5% | $3,823-50.7% | $6,407-70.6% |
| Admin fee / account holder | $24 | $8,085-99.7% | $6,704-99.6% | $12,270-99.8% |