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 | $30,750 | $102,317-69.9% | $146,958-79.1% | $80,856-62.0% |
| Participation rate | 78.4% | 75.8%+2.5pp | 82.2%-3.8pp | 67.6%+10.7pp |
| Annual return | 13.49% | 134.76%-121.3pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,446 | $3,713-34.1% | $4,933-50.4% | $2,755-11.2% |
| Participant deferral / active EE | $4,583 | $6,644-31.0% | $8,070-43.2% | $4,296+6.7% |
| Admin fee / account holder | $252 | $7,941-96.8% | $12,998-98.1% | $6,918-96.4% |