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 | $23,550 | $109,327-78.5% | $89,391-73.7% | $158,922-85.2% |
| Participation rate | 73.3% | 74.3%-0.9pp | 68.0%+5.4pp | 82.0%-8.6pp |
| Annual return | 17.92% | 345.68%-327.8pp | 245.62%-227.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,345 | $3,170-57.6% | $2,586-48.0% | $4,761-71.7% |
| Participant deferral / active EE | $3,373 | $4,598-26.6% | $3,890-13.3% | $5,982-43.6% |
| Admin fee / account holder | $4 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |