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 | $44,910 | $112,881-60.2% | $90,951-50.6% | $158,922-71.7% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 16.83% | 215.79%-199.0pp | 134.60%-117.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,765 | $2,893-39.0% | $2,122-16.8% | $4,761-62.9% |
| Participant deferral / active EE | $5,424 | $4,128+31.4% | $3,373+60.8% | $5,982-9.3% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |