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 6-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 | $10,772 | $114,047-90.6% | $96,139-88.8% | $167,490-93.6% |
| Participation rate | 70.6% | 75.1%-4.5pp | 68.4%+2.1pp | 82.1%-11.5pp |
| Annual return | 20.15% | 189.88%-169.7pp | 191.94%-171.8pp | 478.56%-458.4pp |
| Employer contribution / active EE | $1,589 | $3,427-53.6% | $2,797-43.2% | $4,837-67.2% |
| Participant deferral / active EE | $3,007 | $5,194-42.1% | $4,349-30.9% | $6,341-52.6% |
| Admin fee / account holder | $70 | $6,897-99.0% | $5,537-98.7% | $12,309-99.4% |