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 6-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 | $31,245 | $111,724-72.0% | $93,606-66.6% | $145,922-78.6% |
| Participation rate | 86.4% | 74.2%+12.2pp | 68.7%+17.6pp | 80.3%+6.1pp |
| Annual return | 12.59% | 202.98%-190.4pp | 133.20%-120.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,352 | $3,090-23.9% | $2,420-2.8% | $4,660-49.5% |
| Participant deferral / active EE | $4,620 | $4,912-5.9% | $4,411+4.7% | $6,688-30.9% |
| Admin fee / account holder | $283 | $10,250-97.2% | $8,285-96.6% | $13,397-97.9% |