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 | $36,362 | $110,257-67.0% | $96,544-62.3% | $139,434-73.9% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 18.15% | 26.32%-8.2pp | 25.84%-7.7pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,544 | $3,620-29.7% | $2,965-14.2% | $4,751-46.5% |
| Participant deferral / active EE | $7,786 | $5,548+40.3% | $4,851+60.5% | $6,710+16.0% |
| Admin fee / account holder | $281 | $11,591-97.6% | $8,252-96.6% | $11,403-97.5% |