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 | $58,465 | $115,770-49.5% | $101,248-42.3% | $158,922-63.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 14.23% | 56.14%-41.9pp | 46.47%-32.2pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,858 | $4,175-55.5% | $3,660-49.2% | $4,761-61.0% |
| Participant deferral / active EE | $10,665 | $4,957+115.1% | $4,370+144.0% | $5,982+78.3% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |