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 | $31,184 | $91,037-65.7% | $71,671-56.5% | $147,584-78.9% |
| Participation rate | 84.6% | 76.1%+8.5pp | 68.7%+15.9pp | 82.8%+1.8pp |
| Annual return | 16.61% | 20.48%-3.9pp | 20.65%-4.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,197 | $3,327-64.0% | $2,460-51.3% | $4,876-75.5% |
| Participant deferral / active EE | $4,183 | $4,498-7.0% | $3,438+21.7% | $5,439-23.1% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |