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 | $78,362 | $140,940-44.4% | $112,229-30.2% | $139,434-43.8% |
| Participation rate | 87.5% | 79.2%+8.3pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 18.66% | 32.71%-14.1pp | 30.20%-11.5pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,686 | $4,283-60.6% | $3,430-50.8% | $4,751-64.5% |
| Participant deferral / active EE | $2,989 | $5,874-49.1% | $4,798-37.7% | $6,710-55.5% |
| Admin fee / account holder | $35 | $9,954-99.6% | $7,748-99.5% | $11,403-99.7% |