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 | $19,202 | $126,574-84.8% | $106,213-81.9% | $145,922-86.8% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 19.49% | 224.79%-205.3pp | 116.14%-96.7pp | 561.29%-541.8pp |
| Employer contribution / active EE | $2,477 | $3,730-33.6% | $3,171-21.9% | $4,660-46.8% |
| Participant deferral / active EE | $3,767 | $5,724-34.2% | $5,016-24.9% | $6,688-43.7% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |