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 | $29,866 | $102,966-71.0% | $90,281-66.9% | $152,861-80.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 16.01% | 95.16%-79.2pp | 78.10%-62.1pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,107 | $3,139-64.7% | $2,854-61.2% | $4,762-76.8% |
| Participant deferral / active EE | $6,707 | $4,281+56.6% | $3,885+72.6% | $5,850+14.6% |
| Admin fee / account holder | $103 | $6,171-98.3% | $5,351-98.1% | $11,596-99.1% |