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 6-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 | $44,339 | $109,817-59.6% | $98,442-55.0% | $167,490-73.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 10.75% | 1956.69%-1945.9pp | 1492.73%-1482.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,092 | $3,224-66.1% | $2,960-63.1% | $4,837-77.4% |
| Participant deferral / active EE | $1,092 | $4,673-76.6% | $4,276-74.5% | $6,341-82.8% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |