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 6-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 | $43,310 | $112,881-61.6% | $90,951-52.4% | $158,922-72.7% |
| Participation rate | 78.6% | 74.7%+3.8pp | 69.0%+9.6pp | 82.0%-3.4pp |
| Annual return | 23.17% | 215.79%-192.6pp | 134.60%-111.4pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,802 | $2,893-37.7% | $2,122-15.1% | $4,761-62.1% |
| Participant deferral / active EE | $4,910 | $4,128+19.0% | $3,373+45.6% | $5,982-17.9% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |