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 3-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 | $29,986 | $210,648-85.8% | $177,989-83.2% | $145,922-79.5% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 12.75% | 385.86%-373.1pp | 294.48%-281.7pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,448 | $4,565-68.3% | $3,949-63.3% | $4,660-68.9% |
| Participant deferral / active EE | $2,368 | $6,958-66.0% | $6,276-62.3% | $6,688-64.6% |
| Admin fee / account holder | $21 | $12,013-99.8% | $10,363-99.8% | $13,397-99.8% |