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 | $33,836 | $100,773-66.4% | $88,946-62.0% | $142,382-76.2% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 16.89% | 70.18%-53.3pp | 57.82%-40.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $573 | $2,918-80.3% | $2,555-77.6% | $4,299-86.7% |
| Participant deferral / active EE | $4,302 | $5,230-17.8% | $4,581-6.1% | $6,507-33.9% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |