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 | $27,499 | $102,382-73.1% | $147,005-81.3% | $80,874-66.0% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 14.76% | 134.89%-120.1pp | 418.76%-404.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $1,830 | $3,715-50.7% | $4,934-62.9% | $2,756-33.6% |
| Participant deferral / active EE | $5,720 | $6,646-13.9% | $8,070-29.1% | $4,297+33.1% |
| Admin fee / account holder | $17 | $7,942-99.8% | $13,006-99.9% | $6,935-99.8% |