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 6-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 | $22,225 | $108,919-79.6% | $100,391-77.9% | $145,922-84.8% |
| Participation rate | 71.4% | 82.9%-11.5pp | 81.5%-10.1pp | 80.3%-8.8pp |
| Annual return | 15.54% | 57.88%-42.3pp | 49.20%-33.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,000 | $4,419-54.7% | $3,942-49.3% | $4,660-57.1% |
| Participant deferral / active EE | $2,780 | $8,445-67.1% | $8,082-65.6% | $6,688-58.4% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |