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 3-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 | $20,370 | $88,751-77.0% | $81,812-75.1% | $145,922-86.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 39.20% | 1025.40%-986.2pp | 773.79%-734.6pp | 561.29%-522.1pp |
| Employer contribution / active EE | $1,728 | $3,083-43.9% | $2,912-40.7% | $4,660-62.9% |
| Participant deferral / active EE | $10,910 | $4,643+135.0% | $4,319+152.6% | $6,688+63.1% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |