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 | $35,448 | $107,334-67.0% | $92,893-61.8% | $152,861-76.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 20.46% | 145.58%-125.1pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,696 | $4,221-59.8% | $3,653-53.6% | $4,762-64.4% |
| Participant deferral / active EE | $5,602 | $4,845+15.6% | $4,236+32.2% | $5,850-4.2% |
| Admin fee / account holder | $18 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |