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 | $32,242 | $98,750-67.3% | $149,696-78.5% | $79,858-59.6% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.5%-9.1pp | 69.6%+3.7pp |
| Annual return | 22.11% | 27.43%-5.3pp | 276.60%-254.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,938 | $3,216-39.8% | $4,644-58.3% | $2,471-21.6% |
| Participant deferral / active EE | $3,233 | $5,680-43.1% | $6,842-52.7% | $3,740-13.6% |
| Admin fee / account holder | $8 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |