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 | $24,750 | $210,648-88.3% | $177,989-86.1% | $145,922-83.0% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 13.71% | 385.86%-372.2pp | 294.48%-280.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,589 | $4,565-65.2% | $3,949-59.8% | $4,660-65.9% |
| Participant deferral / active EE | $3,767 | $6,958-45.9% | $6,276-40.0% | $6,688-43.7% |
| Admin fee / account holder | $120 | $12,013-99.0% | $10,363-98.8% | $13,397-99.1% |