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 5-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 | $16,030 | $133,958-88.0% | $112,228-85.7% | $134,475-88.1% |
| Participation rate | 70.8% | 78.6%-7.7pp | 75.1%-4.2pp | 81.2%-10.4pp |
| Annual return | 454.19% | 47.11%+407.1pp | 27.45%+426.7pp | 417.96%+36.2pp |
| Employer contribution / active EE | $2,210 | $4,038-45.3% | $3,635-39.2% | $4,740-53.4% |
| Participant deferral / active EE | $2,865 | $5,291-45.8% | $4,728-39.4% | $6,400-55.2% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |