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 | $224,389 | $57,065+293.2% | $75,670+196.5% | $70,131+220.0% |
| Participation rate | 81.5% | 68.1%+13.4pp | 72.3%+9.1pp | 69.5%+11.9pp |
| Annual return | 0.00% | 23.57%-23.6pp | 27.34%-27.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,105 | $1,817-39.2% | $2,352-53.0% | $2,342-52.8% |
| Participant deferral / active EE | $1,653 | $2,580-35.9% | $3,142-47.4% | $3,332-50.4% |
| Admin fee / account holder | $8 | $3,825-99.8% | $5,800-99.9% | $4,645-99.8% |