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 | $42,577 | $109,327-61.1% | $89,391-52.4% | $158,922-73.2% |
| Participation rate | 82.6% | 74.3%+8.3pp | 68.0%+14.6pp | 82.0%+0.7pp |
| Annual return | 22.61% | 345.68%-323.1pp | 245.62%-223.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,708 | $3,170-46.1% | $2,586-34.0% | $4,761-64.1% |
| Participant deferral / active EE | $4,465 | $4,598-2.9% | $3,890+14.8% | $5,982-25.4% |
| Admin fee / account holder | $191 | $6,153-96.9% | $4,881-96.1% | $11,246-98.3% |