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 | $34,355 | $99,877-65.6% | $84,966-59.6% | $145,922-76.5% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 13.06% | 83.76%-70.7pp | 66.38%-53.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,143 | $3,231-33.7% | $2,727-21.4% | $4,660-54.0% |
| Participant deferral / active EE | $2,979 | $5,291-43.7% | $4,519-34.1% | $6,688-55.5% |
| Admin fee / account holder | $172 | $7,248-97.6% | $6,149-97.2% | $13,397-98.7% |