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 | $10,528 | $114,047-90.8% | $96,139-89.0% | $167,490-93.7% |
| Participation rate | 72.7% | 75.1%-2.3pp | 68.4%+4.3pp | 82.1%-9.4pp |
| Annual return | 17.14% | 189.88%-172.7pp | 191.94%-174.8pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,850 | $3,427-46.0% | $2,797-33.8% | $4,837-61.7% |
| Participant deferral / active EE | $3,364 | $5,194-35.2% | $4,349-22.6% | $6,341-47.0% |
| Admin fee / account holder | $38 | $6,897-99.5% | $5,537-99.3% | $12,309-99.7% |