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 8-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 | $23,203 | $88,751-73.9% | $81,812-71.6% | $145,922-84.1% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 11.64% | 1025.40%-1013.8pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,345 | $3,083-56.4% | $2,912-53.8% | $4,660-71.1% |
| Participant deferral / active EE | $1,630 | $4,643-64.9% | $4,319-62.3% | $6,688-75.6% |
| Admin fee / account holder | $10 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |