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 | $49,004 | $152,509-67.9% | $117,472-58.3% | $134,475-63.6% |
| Participation rate | 88.9% | 77.1%+11.8pp | 70.6%+18.3pp | 81.2%+7.7pp |
| Annual return | 4.81% | 52.99%-48.2pp | 29.74%-24.9pp | 417.96%-413.2pp |
| Employer contribution / active EE | $3,980 | $5,571-28.5% | $4,176-4.7% | $4,740-16.0% |
| Participant deferral / active EE | $4,114 | $4,818-14.6% | $4,070+1.1% | $6,400-35.7% |
| Admin fee / account holder | $2 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |