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 | $7,185 | $69,207-89.6% | $64,056-88.8% | $139,434-94.8% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 23.39% | 45.88%-22.5pp | 33.69%-10.3pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,648 | $3,182-48.2% | $2,747-40.0% | $4,751-65.3% |
| Participant deferral / active EE | $3,452 | $4,682-26.3% | $3,880-11.0% | $6,710-48.6% |
| Admin fee / account holder | $24 | $4,244-99.4% | $3,068-99.2% | $11,403-99.8% |