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 6-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 | $32,766 | $74,888-56.2% | $71,209-54.0% | $142,382-77.0% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.1%-9.5pp |
| Annual return | 20.66% | 345.14%-324.5pp | 282.51%-261.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,209 | $2,854-22.6% | $2,721-18.8% | $4,299-48.6% |
| Participant deferral / active EE | $2,354 | $4,454-47.1% | $4,175-43.6% | $6,507-63.8% |
| Admin fee / account holder | $5 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |