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 | $22,852 | $102,966-77.8% | $90,281-74.7% | $152,861-85.1% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 25.78% | 95.16%-69.4pp | 78.10%-52.3pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,987 | $3,139-4.8% | $2,854+4.7% | $4,762-37.3% |
| Participant deferral / active EE | $2,615 | $4,281-38.9% | $3,885-32.7% | $5,850-55.3% |
| Admin fee / account holder | $242 | $6,171-96.1% | $5,351-95.5% | $11,596-97.9% |