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 | $34,212 | $113,339-69.8% | $94,993-64.0% | $147,584-76.8% |
| Participation rate | 83.3% | 78.0%+5.4pp | 73.9%+9.4pp | 82.8%+0.5pp |
| Annual return | 16.68% | 20.77%-4.1pp | 27.12%-10.4pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,682 | $3,160-46.8% | $2,603-35.4% | $4,876-65.5% |
| Participant deferral / active EE | $2,500 | $3,777-33.8% | $3,317-24.6% | $5,439-54.0% |
| Admin fee / account holder | $163 | $6,063-97.3% | $4,960-96.7% | $10,885-98.5% |