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 9-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 | $25,680 | $105,126-75.6% | $94,646-72.9% | $139,434-81.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 16.40% | 38.03%-21.6pp | 156.71%-140.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $508 | $4,106-87.6% | $3,672-86.2% | $4,751-89.3% |
| Participant deferral / active EE | $5,092 | $7,599-33.0% | $7,418-31.4% | $6,710-24.1% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |