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 9-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 | $14,048 | $60,022-76.6% | $88,946-84.2% | $84,808-83.4% |
| Participation rate | 82.1% | 57.8%+24.3pp | 68.8%+13.3pp | 68.3%+13.8pp |
| Annual return | 19.22% | 22.43%-3.2pp | 57.82%-38.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,064 | $1,703-37.5% | $2,555-58.4% | $2,631-59.6% |
| Participant deferral / active EE | $1,748 | $3,114-43.9% | $4,581-61.8% | $4,212-58.5% |
| Admin fee / account holder | $63 | $4,811-98.7% | $8,261-99.2% | $7,344-99.1% |