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 7-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 | $30,625 | $39,019-21.5% | $80,716-62.1% | $85,850-64.3% |
| Participation rate | 78.4% | 41.5%+36.8pp | 54.2%+24.2pp | 69.3%+9.1pp |
| Annual return | 11.92% | 26.27%-14.3pp | 87.28%-75.4pp | 318.53%-306.6pp |
| Employer contribution / active EE | $2,487 | $722+244.4% | $1,160+114.4% | $2,565-3.1% |
| Participant deferral / active EE | $2,195 | $1,326+65.6% | $2,146+2.3% | $3,952-44.5% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |