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 | $34,081 | $67,823-49.8% | $52,425-35.0% | $137,256-75.2% |
| Participation rate | 79.2% | 63.9%+15.3pp | 55.6%+23.5pp | 80.0%-0.8pp |
| Annual return | 20.02% | 219.11%-199.1pp | 302.12%-282.1pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,206 | $1,163+3.7% | $914+31.9% | $4,156-71.0% |
| Participant deferral / active EE | $2,274 | $2,288-0.6% | $1,790+27.0% | $6,407-64.5% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |