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 | $46,148 | $111,724-58.7% | $93,606-50.7% | $145,922-68.4% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 14.50% | 202.98%-188.5pp | 133.20%-118.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,684 | $3,090-13.1% | $2,420+10.9% | $4,660-42.4% |
| Participant deferral / active EE | $5,574 | $4,912+13.5% | $4,411+26.3% | $6,688-16.7% |
| Admin fee / account holder | $116 | $10,250-98.9% | $8,285-98.6% | $13,397-99.1% |