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 9-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 | $29,623 | $152,587-80.6% | $125,175-76.3% | $152,861-80.6% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 29.49% | 54.84%-25.4pp | 43.79%-14.3pp | 345.32%-315.8pp |
| Employer contribution / active EE | $2,382 | $4,946-51.8% | $3,865-38.4% | $4,762-50.0% |
| Participant deferral / active EE | $8,510 | $5,868+45.0% | $4,937+72.4% | $5,850+45.5% |
| Admin fee / account holder | $216 | $13,434-98.4% | $9,702-97.8% | $11,596-98.1% |