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 | $63,060 | $111,754-43.6% | $103,333-39.0% | $145,922-56.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 18.91% | 24.77%-5.9pp | 24.88%-6.0pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,293 | $4,212-45.6% | $3,868-40.7% | $4,660-50.8% |
| Participant deferral / active EE | $4,644 | $5,619-17.3% | $5,057-8.2% | $6,688-30.6% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |