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 | $25,917 | $106,515-75.7% | $96,683-73.2% | $139,434-81.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 18.62% | 38.43%-19.8pp | 35.69%-17.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,375 | $4,103-66.5% | $3,737-63.2% | $4,751-71.0% |
| Participant deferral / active EE | $1,777 | $5,454-67.4% | $4,878-63.6% | $6,710-73.5% |
| Admin fee / account holder | $226 | $7,877-97.1% | $6,730-96.6% | $11,403-98.0% |