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 | $23,208 | $107,334-78.4% | $92,893-75.0% | $152,861-84.8% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 15.56% | 145.58%-130.0pp | 109.41%-93.9pp | 345.32%-329.8pp |
| Employer contribution / active EE | $2,639 | $4,221-37.5% | $3,653-27.8% | $4,762-44.6% |
| Participant deferral / active EE | $2,933 | $4,845-39.5% | $4,236-30.8% | $5,850-49.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |