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 7-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 | $47,162 | $102,604-54.0% | $86,188-45.3% | $139,434-66.2% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 13.02% | 1922.51%-1909.5pp | 1168.45%-1155.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,765 | $3,032-41.8% | $2,380-25.8% | $4,751-62.8% |
| Participant deferral / active EE | $5,296 | $4,676+13.3% | $3,985+32.9% | $6,710-21.1% |
| Admin fee / account holder | $9 | $8,657-99.9% | $6,852-99.9% | $11,403-99.9% |