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 | $31,096 | $114,047-72.7% | $96,139-67.7% | $167,490-81.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 12.51% | 189.88%-177.4pp | 191.94%-179.4pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,726 | $3,427-49.6% | $2,797-38.3% | $4,837-64.3% |
| Participant deferral / active EE | $2,392 | $5,194-53.9% | $4,349-45.0% | $6,341-62.3% |
| Admin fee / account holder | $118 | $6,897-98.3% | $5,537-97.9% | $12,309-99.0% |