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 | $19,646 | $104,907-81.3% | $84,611-76.8% | $152,861-87.1% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | 22.62% | 373.79%-351.2pp | 258.74%-236.1pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,162 | $3,302-64.8% | $2,652-56.2% | $4,762-75.6% |
| Participant deferral / active EE | $4,428 | $4,688-5.5% | $3,899+13.6% | $5,850-24.3% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |