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 3-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 | $38,294 | $159,901-76.1% | $146,958-73.9% | $145,922-73.8% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 12.16% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,279 | $5,286-75.8% | $4,933-74.1% | $4,660-72.5% |
| Participant deferral / active EE | $8,230 | $8,428-2.4% | $8,070+2.0% | $6,688+23.1% |
| Admin fee / account holder | $56 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |