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 6-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 | $27,632 | $30,400-9.1% | $53,898-48.7% | $84,808-67.4% |
| Participation rate | 97.7% | 46.4%+51.2pp | 55.0%+42.7pp | 68.3%+29.4pp |
| Annual return | 26.97% | 500.19%-473.2pp | 528.60%-501.6pp | 40.90%-13.9pp |
| Employer contribution / active EE | $4,194 | $603+595.9% | $932+350.0% | $2,631+59.4% |
| Participant deferral / active EE | $2,871 | $1,199+139.5% | $1,826+57.2% | $4,212-31.8% |
| Admin fee / account holder | $277 | $1,993-86.1% | $2,491-88.9% | $7,344-96.2% |