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 8-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 | $40,245 | $102,966-60.9% | $90,281-55.4% | $152,861-73.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 21.78% | 95.16%-73.4pp | 78.10%-56.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,211 | $3,139-61.4% | $2,854-57.6% | $4,762-74.6% |
| Participant deferral / active EE | $8,755 | $4,281+104.5% | $3,885+125.3% | $5,850+49.7% |
| Admin fee / account holder | $12 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |