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 6-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 | $29,179 | $185,822-84.3% | $169,993-82.8% | $139,434-79.1% |
| Participation rate | 78.6% | 87.8%-9.2pp | 87.0%-8.4pp | 80.3%-1.7pp |
| Annual return | 18.41% | 60.50%-42.1pp | 53.37%-35.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,801 | $7,590-76.3% | $6,785-73.5% | $4,751-62.1% |
| Participant deferral / active EE | $3,901 | $11,622-66.4% | $10,408-62.5% | $6,710-41.9% |
| Admin fee / account holder | $7 | $15,381-100.0% | $12,815-99.9% | $11,403-99.9% |