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 | $10,645 | $112,729-90.6% | $98,716-89.2% | $137,256-92.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 21.83% | 38.48%-16.7pp | 31.81%-10.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,451 | $2,725-46.7% | $2,279-36.3% | $4,156-65.1% |
| Participant deferral / active EE | $1,585 | $4,640-65.8% | $4,048-60.8% | $6,407-75.3% |
| Admin fee / account holder | $16 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |