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 9-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 | $34,197 | $103,376-66.9% | $87,100-60.7% | $152,861-77.6% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 23.71% | 28.10%-4.4pp | 28.19%-4.5pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,866 | $3,220-42.1% | $2,521-26.0% | $4,762-60.8% |
| Participant deferral / active EE | $3,642 | $4,778-23.8% | $4,049-10.0% | $5,850-37.7% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |