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 | $18,878 | $117,381-83.9% | $99,443-81.0% | $152,861-87.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 38.22% | 31.87%+6.4pp | 30.72%+7.5pp | 345.32%-307.1pp |
| Employer contribution / active EE | $1,510 | $3,013-49.9% | $2,540-40.5% | $4,762-68.3% |
| Participant deferral / active EE | $9,955 | $4,086+143.6% | $3,619+175.1% | $5,850+70.2% |
| Admin fee / account holder | $65 | $7,631-99.1% | $6,250-99.0% | $11,596-99.4% |