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 | $27,321 | $103,376-73.6% | $87,100-68.6% | $152,861-82.1% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 18.67% | 28.10%-9.4pp | 28.19%-9.5pp | 345.32%-326.6pp |
| Employer contribution / active EE | $983 | $3,220-69.5% | $2,521-61.0% | $4,762-79.4% |
| Participant deferral / active EE | $2,065 | $4,778-56.8% | $4,049-49.0% | $5,850-64.7% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |