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 | $24,011 | $176,377-86.4% | $134,143-82.1% | $158,922-84.9% |
| Participation rate | 77.8% | 78.7%-0.9pp | 72.2%+5.6pp | 82.0%-4.2pp |
| Annual return | 24.19% | 63.63%-39.4pp | 36.33%-12.1pp | 302.83%-278.6pp |
| Employer contribution / active EE | $1,503 | $5,040-70.2% | $3,704-59.4% | $4,761-68.4% |
| Participant deferral / active EE | $5,866 | $4,091+43.4% | $3,499+67.6% | $5,982-1.9% |
| Admin fee / account holder | $228 | $8,718-97.4% | $6,684-96.6% | $11,246-98.0% |