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 7-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 | $15,333 | $85,202-82.0% | $172,739-91.1% | $72,985-79.0% |
| Participation rate | 75.9% | 70.1%+5.8pp | 82.6%-6.8pp | 69.5%+6.4pp |
| Annual return | 20.93% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,290 | $3,324-31.1% | $5,143-55.5% | $2,440-6.1% |
| Participant deferral / active EE | $4,373 | $3,260+34.1% | $5,198-15.9% | $3,607+21.2% |
| Admin fee / account holder | $2 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |