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 7-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 | $17,524 | $118,450-85.2% | $98,439-82.2% | $139,434-87.4% |
| Participation rate | 70.0% | 77.4%-7.4pp | 75.2%-5.2pp | 80.3%-10.3pp |
| Annual return | 30.13% | 18.94%+11.2pp | 21.16%+9.0pp | 372.94%-342.8pp |
| Employer contribution / active EE | $1,877 | $3,609-48.0% | $3,048-38.4% | $4,751-60.5% |
| Participant deferral / active EE | $2,847 | $5,392-47.2% | $4,738-39.9% | $6,710-57.6% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |