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 4-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 | $17,557 | $109,982-84.0% | $97,226-81.9% | $145,922-88.0% |
| Participation rate | 73.3% | 75.9%-2.6pp | 72.7%+0.6pp | 80.3%-6.9pp |
| Annual return | 26.99% | 242.90%-215.9pp | 75.13%-48.1pp | 561.29%-534.3pp |
| Employer contribution / active EE | $1,155 | $3,084-62.5% | $2,729-57.7% | $4,660-75.2% |
| Participant deferral / active EE | $4,104 | $4,676-12.2% | $4,264-3.8% | $6,688-38.6% |
| Admin fee / account holder | $142 | $6,221-97.7% | $5,654-97.5% | $13,397-98.9% |