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 | $36,266 | $155,788-76.7% | $124,672-70.9% | $167,490-78.3% |
| Participation rate | 80.0% | 81.1%-1.1pp | 74.6%+5.4pp | 82.1%-2.1pp |
| Annual return | 17.47% | 17.97%-0.5pp | 5142.93%-5125.5pp | 478.56%-461.1pp |
| Employer contribution / active EE | $1,931 | $4,163-53.6% | $3,324-41.9% | $4,837-60.1% |
| Participant deferral / active EE | $4,782 | $5,673-15.7% | $4,614+3.6% | $6,341-24.6% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |