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 9-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 | $22,508 | $114,047-80.3% | $96,139-76.6% | $167,490-86.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 18.28% | 189.88%-171.6pp | 191.94%-173.7pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,851 | $3,427-46.0% | $2,797-33.8% | $4,837-61.7% |
| Participant deferral / active EE | $5,614 | $5,194+8.1% | $4,349+29.1% | $6,341-11.5% |
| Admin fee / account holder | $92 | $6,897-98.7% | $5,537-98.3% | $12,309-99.3% |