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 | $37,255 | $77,899-52.2% | $149,673-75.1% | $75,163-50.4% |
| Participation rate | 83.6% | 65.6%+18.0pp | 78.8%+4.8pp | 67.2%+16.4pp |
| Annual return | 22.02% | 31.72%-9.7pp | 134.42%-112.4pp | 160.62%-138.6pp |
| Employer contribution / active EE | $2,219 | $3,137-29.3% | $4,818-53.9% | $2,670-16.9% |
| Participant deferral / active EE | $6,362 | $3,411+86.5% | $5,680+12.0% | $4,125+54.2% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |