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 | $23,161 | $133,922-82.7% | $116,228-80.1% | $142,382-83.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 21.25% | 147.76%-126.5pp | 90.06%-68.8pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,285 | $3,446-33.7% | $2,994-23.7% | $4,299-46.9% |
| Participant deferral / active EE | $3,339 | $5,672-41.1% | $4,953-32.6% | $6,507-48.7% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |