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 | $31,543 | $85,766-63.2% | $136,294-76.9% | $70,131-55.0% |
| Participation rate | 76.3% | 74.2%+2.1pp | 81.9%-5.7pp | 69.5%+6.7pp |
| Annual return | 51.84% | 31.45%+20.4pp | 5155.94%-5104.1pp | 73.14%-21.3pp |
| Employer contribution / active EE | $3,247 | $2,966+9.5% | $4,695-30.8% | $2,342+38.6% |
| Participant deferral / active EE | $7,948 | $5,051+57.3% | $6,247+27.2% | $3,332+138.6% |
| Admin fee / account holder | $277 | $5,420-94.9% | $9,243-97.0% | $4,645-94.0% |