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 | $25,545 | $73,515-65.3% | $62,995-59.4% | $147,584-82.7% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.8%+3.8pp | 82.8%-4.3pp |
| Annual return | 11.60% | 175.43%-163.8pp | 87.57%-76.0pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,525 | $3,320-24.0% | $2,759-8.5% | $4,876-48.2% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $266 | $5,953-95.5% | $3,600-92.6% | $10,885-97.6% |