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 | $24,061 | $111,724-78.5% | $93,606-74.3% | $145,922-83.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 10.56% | 202.98%-192.4pp | 133.20%-122.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $932 | $3,090-69.8% | $2,420-61.5% | $4,660-80.0% |
| Participant deferral / active EE | $1,749 | $4,912-64.4% | $4,411-60.4% | $6,688-73.9% |
| Admin fee / account holder | $24 | $10,250-99.8% | $8,285-99.7% | $13,397-99.8% |