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 | $37,649 | $115,770-67.5% | $101,248-62.8% | $158,922-76.3% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 23.64% | 56.14%-32.5pp | 46.47%-22.8pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,831 | $4,175-56.1% | $3,660-50.0% | $4,761-61.5% |
| Participant deferral / active EE | $4,287 | $4,957-13.5% | $4,370-1.9% | $5,982-28.3% |
| Admin fee / account holder | $3 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |