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 | $30,839 | $107,934-71.4% | $91,989-66.5% | $152,861-79.8% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 27.93% | 89.24%-61.3pp | 69.02%-41.1pp | 345.32%-317.4pp |
| Employer contribution / active EE | $1,019 | $4,210-75.8% | $3,452-70.5% | $4,762-78.6% |
| Participant deferral / active EE | $3,091 | $6,364-51.4% | $5,923-47.8% | $5,850-47.2% |
| Admin fee / account holder | $15 | $10,520-99.9% | $7,743-99.8% | $11,596-99.9% |