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 | $41,007 | $165,984-75.3% | $164,813-75.1% | $145,922-71.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 14.37% | 100.03%-85.7pp | 69.93%-55.6pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,416 | $5,273-54.2% | $4,341-44.3% | $4,660-48.1% |
| Participant deferral / active EE | $4,013 | $6,959-42.3% | $6,031-33.5% | $6,688-40.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |