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 | $44,880 | $112,096-60.0% | $95,952-53.2% | $158,922-71.8% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 17.62% | 171.09%-153.5pp | 91.61%-74.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,412 | $3,198-55.9% | $2,541-44.4% | $4,761-70.3% |
| Participant deferral / active EE | $3,247 | $4,784-32.1% | $4,167-22.1% | $5,982-45.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |