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 | $37,902 | $176,377-78.5% | $134,143-71.7% | $158,922-76.2% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 13.21% | 63.63%-50.4pp | 36.33%-23.1pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,405 | $5,040-72.1% | $3,704-62.1% | $4,761-70.5% |
| Participant deferral / active EE | $1,519 | $4,091-62.9% | $3,499-56.6% | $5,982-74.6% |
| Admin fee / account holder | $117 | $8,718-98.7% | $6,684-98.2% | $11,246-99.0% |