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 | $30,083 | $133,922-77.5% | $116,228-74.1% | $142,382-78.9% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.6%+9.7pp | 80.1%+4.1pp |
| Annual return | 13.12% | 147.76%-134.6pp | 90.06%-76.9pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,507 | $3,446-56.3% | $2,994-49.7% | $4,299-65.0% |
| Participant deferral / active EE | $1,916 | $5,672-66.2% | $4,953-61.3% | $6,507-70.6% |
| Admin fee / account holder | $26 | $14,945-99.8% | $11,989-99.8% | $12,624-99.8% |