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 | $28,527 | $109,327-73.9% | $89,391-68.1% | $158,922-82.0% |
| Participation rate | 70.8% | 74.3%-3.4pp | 68.0%+2.9pp | 82.0%-11.1pp |
| Annual return | 24.26% | 345.68%-321.4pp | 245.62%-221.4pp | 302.83%-278.6pp |
| Employer contribution / active EE | $1,847 | $3,170-41.7% | $2,586-28.6% | $4,761-61.2% |
| Participant deferral / active EE | $4,585 | $4,598-0.3% | $3,890+17.9% | $5,982-23.4% |
| Admin fee / account holder | $148 | $6,153-97.6% | $4,881-97.0% | $11,246-98.7% |