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 | $24,020 | $109,817-78.1% | $98,442-75.6% | $167,490-85.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 14.57% | 1956.69%-1942.1pp | 1492.73%-1478.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,219 | $3,224-62.2% | $2,960-58.8% | $4,837-74.8% |
| Participant deferral / active EE | $5,729 | $4,673+22.6% | $4,276+34.0% | $6,341-9.7% |
| Admin fee / account holder | $32 | $6,753-99.5% | $5,949-99.5% | $12,309-99.7% |