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 | $33,403 | $118,680-71.9% | $98,907-66.2% | $158,922-79.0% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 17.18% | 372.35%-355.2pp | 196.43%-179.3pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,097 | $3,333-37.1% | $2,689-22.0% | $4,761-55.9% |
| Participant deferral / active EE | $3,227 | $5,088-36.6% | $4,244-24.0% | $5,982-46.1% |
| Admin fee / account holder | $156 | $10,131-98.5% | $6,642-97.7% | $11,246-98.6% |