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 | $20,462 | $105,931-80.7% | $81,930-75.0% | $158,922-87.1% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.0%+16.9pp | 82.0%+6.9pp |
| Annual return | 20.69% | 38.17%-17.5pp | 29.49%-8.8pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,976 | $7,800-74.7% | $4,310-54.1% | $4,761-58.5% |
| Participant deferral / active EE | $4,889 | $13,003-62.4% | $7,107-31.2% | $5,982-18.3% |
| Admin fee / account holder | $188 | $8,489-97.8% | $5,158-96.3% | $11,246-98.3% |