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 | $20,013 | $108,172-81.5% | $77,482-74.2% | $158,922-87.4% |
| Participation rate | 80.0% | 64.4%+15.6pp | 54.2%+25.8pp | 82.0%-2.0pp |
| Annual return | 20.71% | 31.67%-11.0pp | 54.79%-34.1pp | 302.83%-282.1pp |
| Employer contribution / active EE | $738 | $1,325-44.3% | $986-25.2% | $4,761-84.5% |
| Participant deferral / active EE | $5,749 | $2,456+134.0% | $1,861+208.9% | $5,982-3.9% |
| Admin fee / account holder | $254 | $3,708-93.1% | $2,858-91.1% | $11,246-97.7% |