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 | $53,823 | $118,849-54.7% | $96,562-44.3% | $167,490-67.9% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.8%+14.8pp | 82.1%+2.5pp |
| Annual return | 15.29% | 50.49%-35.2pp | 37.78%-22.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,010 | $3,120-35.6% | $2,356-14.7% | $4,837-58.4% |
| Participant deferral / active EE | $5,422 | $4,616+17.5% | $3,849+40.9% | $6,341-14.5% |
| Admin fee / account holder | $5 | $8,065-99.9% | $6,181-99.9% | $12,309-100.0% |