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 | $102,317-73.1% | $146,958-81.3% | $80,856-66.0% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 14.76% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,830 | $3,713-50.7% | $4,933-62.9% | $2,755-33.6% |
| Participant deferral / active EE | $5,720 | $6,644-13.9% | $8,070-29.1% | $4,296+33.2% |
| Admin fee / account holder | $17 | $7,941-99.8% | $12,998-99.9% | $6,918-99.8% |