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 | $19,544 | $112,881-82.7% | $90,951-78.5% | $158,922-87.7% |
| Participation rate | 88.2% | 74.7%+13.5pp | 69.0%+19.2pp | 82.0%+6.3pp |
| Annual return | 45.15% | 215.79%-170.6pp | 134.60%-89.5pp | 302.83%-257.7pp |
| Employer contribution / active EE | $1,819 | $2,893-37.1% | $2,122-14.3% | $4,761-61.8% |
| Participant deferral / active EE | $8,853 | $4,128+114.5% | $3,373+162.5% | $5,982+48.0% |
| Admin fee / account holder | $266 | $8,041-96.7% | $5,959-95.5% | $11,246-97.6% |