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 4-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 | $21,260 | $100,773-78.9% | $88,946-76.1% | $142,382-85.1% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 21.95% | 70.18%-48.2pp | 57.82%-35.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $4,337 | $2,918+48.6% | $2,555+69.7% | $4,299+0.9% |
| Participant deferral / active EE | $8,139 | $5,230+55.6% | $4,581+77.7% | $6,507+25.1% |
| Admin fee / account holder | $39 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |