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 7-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 | $37,930 | $107,334-64.7% | $92,893-59.2% | $152,861-75.2% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 27.95% | 145.58%-117.6pp | 109.41%-81.5pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,549 | $4,221-39.6% | $3,653-30.2% | $4,762-46.5% |
| Participant deferral / active EE | $11,606 | $4,845+139.6% | $4,236+174.0% | $5,850+98.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |