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 7-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 | $44,598 | $185,822-76.0% | $169,993-73.8% | $139,434-68.0% |
| Participation rate | 82.4% | 87.8%-5.4pp | 87.0%-4.6pp | 80.3%+2.0pp |
| Annual return | 24.43% | 60.50%-36.1pp | 53.37%-28.9pp | 372.94%-348.5pp |
| Employer contribution / active EE | $1,733 | $7,590-77.2% | $6,785-74.5% | $4,751-63.5% |
| Participant deferral / active EE | $5,766 | $11,622-50.4% | $10,408-44.6% | $6,710-14.1% |
| Admin fee / account holder | $69 | $15,381-99.6% | $12,815-99.5% | $11,403-99.4% |