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 | $28,518 | $148,534-80.8% | $135,903-79.0% | $139,434-79.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 22.35% | 79.19%-56.8pp | 68.23%-45.9pp | 372.94%-350.6pp |
| Employer contribution / active EE | $2,713 | $5,243-48.3% | $4,856-44.1% | $4,751-42.9% |
| Participant deferral / active EE | $6,999 | $8,100-13.6% | $7,758-9.8% | $6,710+4.3% |
| Admin fee / account holder | $7 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |