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 | $27,288 | $157,256-82.6% | $141,162-80.7% | $152,861-82.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 38.98% | 64.32%-25.3pp | 71.39%-32.4pp | 345.32%-306.3pp |
| Employer contribution / active EE | $2,037 | $5,261-61.3% | $4,735-57.0% | $4,762-57.2% |
| Participant deferral / active EE | $8,211 | $7,109+15.5% | $6,709+22.4% | $5,850+40.4% |
| Admin fee / account holder | $102 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |