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 8-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 | $27,543 | $107,334-74.3% | $92,893-70.3% | $152,861-82.0% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 30.96% | 145.58%-114.6pp | 109.41%-78.5pp | 345.32%-314.4pp |
| Employer contribution / active EE | $1,624 | $4,221-61.5% | $3,653-55.5% | $4,762-65.9% |
| Participant deferral / active EE | $2,965 | $4,845-38.8% | $4,236-30.0% | $5,850-49.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |