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 8-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 | $72,950 | $111,724-34.7% | $93,606-22.1% | $145,922-50.0% |
| Participation rate | 73.3% | 74.2%-0.9pp | 68.7%+4.6pp | 80.3%-6.9pp |
| Annual return | 13.29% | 202.98%-189.7pp | 133.20%-119.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,962 | $3,090-4.1% | $2,420+22.4% | $4,660-36.4% |
| Participant deferral / active EE | $6,413 | $4,912+30.6% | $4,411+45.4% | $6,688-4.1% |
| Admin fee / account holder | $8 | $10,250-99.9% | $8,285-99.9% | $13,397-99.9% |