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 | $132,634-77.3% | $115,768-74.0% | $137,256-78.1% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.4%+9.8pp | 80.0%+4.3pp |
| Annual return | 13.12% | 160.70%-147.6pp | 100.46%-87.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,507 | $3,360-55.2% | $2,940-48.8% | $4,156-63.8% |
| Participant deferral / active EE | $1,916 | $5,619-65.9% | $4,917-61.0% | $6,407-70.1% |
| Admin fee / account holder | $26 | $15,028-99.8% | $12,439-99.8% | $12,270-99.8% |