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 | $88,710-73.8% | $81,783-71.6% | $145,959-84.1% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.4%+9.5pp | 80.3%+1.5pp |
| Annual return | 11.64% | 1027.26%-1015.6pp | 775.05%-763.4pp | 561.95%-550.3pp |
| Employer contribution / active EE | $1,345 | $3,083-56.4% | $2,913-53.8% | $4,661-71.1% |
| Participant deferral / active EE | $1,630 | $4,645-64.9% | $4,320-62.3% | $6,689-75.6% |
| Admin fee / account holder | $10 | $8,407-99.9% | $7,380-99.9% | $13,398-99.9% |