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 | $49,603 | $100,773-50.8% | $88,946-44.2% | $142,382-65.2% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 20.12% | 70.18%-50.1pp | 57.82%-37.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $930 | $2,918-68.1% | $2,555-63.6% | $4,299-78.4% |
| Participant deferral / active EE | $1,259 | $5,230-75.9% | $4,581-72.5% | $6,507-80.7% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |