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 | $41,926 | $107,334-60.9% | $92,893-54.9% | $152,861-72.6% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 29.93% | 145.58%-115.6pp | 109.41%-79.5pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,870 | $4,221-55.7% | $3,653-48.8% | $4,762-60.7% |
| Participant deferral / active EE | $7,910 | $4,845+63.3% | $4,236+86.7% | $5,850+35.2% |
| Admin fee / account holder | $181 | $7,079-97.4% | $5,794-96.9% | $11,596-98.4% |