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 9-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 | $29,122 | $107,334-72.9% | $92,893-68.7% | $152,861-80.9% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 39.38% | 145.58%-106.2pp | 109.41%-70.0pp | 345.32%-305.9pp |
| Employer contribution / active EE | $2,776 | $4,221-34.2% | $3,653-24.0% | $4,762-41.7% |
| Participant deferral / active EE | $5,294 | $4,845+9.3% | $4,236+25.0% | $5,850-9.5% |
| Admin fee / account holder | $14 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |