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 | $18,096 | $107,334-83.1% | $92,893-80.5% | $152,861-88.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 25.98% | 145.58%-119.6pp | 109.41%-83.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,446 | $4,221-65.8% | $3,653-60.4% | $4,762-69.6% |
| Participant deferral / active EE | $4,009 | $4,845-17.2% | $4,236-5.4% | $5,850-31.5% |
| Admin fee / account holder | $278 | $7,079-96.1% | $5,794-95.2% | $11,596-97.6% |