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 6-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 | $33,822 | $114,237-70.4% | $119,258-71.6% | $167,490-79.8% |
| Participation rate | 71.4% | 83.7%-12.3pp | 82.7%-11.3pp | 82.1%-10.7pp |
| Annual return | 27.36% | 29.87%-2.5pp | 30.69%-3.3pp | 478.56%-451.2pp |
| Employer contribution / active EE | $1,821 | $4,481-59.4% | $4,384-58.5% | $4,837-62.4% |
| Participant deferral / active EE | $10,003 | $6,084+64.4% | $6,111+63.7% | $6,341+57.7% |
| Admin fee / account holder | $18 | $8,932-99.8% | $7,226-99.8% | $12,309-99.9% |