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 | $11,615 | $117,983-90.2% | $101,794-88.6% | $142,382-91.8% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 20.67% | 36.92%-16.2pp | 30.53%-9.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $986 | $2,773-64.4% | $2,289-56.9% | $4,299-77.1% |
| Participant deferral / active EE | $1,516 | $4,714-67.8% | $4,084-62.9% | $6,507-76.7% |
| Admin fee / account holder | $167 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |