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 | $19,266 | $183,519-89.5% | $155,509-87.6% | $145,922-86.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 15.41% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,429 | $5,313-54.3% | $4,672-48.0% | $4,660-47.9% |
| Participant deferral / active EE | $3,042 | $6,462-52.9% | $5,626-45.9% | $6,688-54.5% |
| Admin fee / account holder | $23 | $19,313-99.9% | $15,912-99.9% | $13,397-99.8% |