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 | $19,765 | $118,849-83.4% | $96,562-79.5% | $167,490-88.2% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 26.81% | 50.49%-23.7pp | 37.78%-11.0pp | 478.56%-451.8pp |
| Employer contribution / active EE | $1,900 | $3,120-39.1% | $2,356-19.4% | $4,837-60.7% |
| Participant deferral / active EE | $5,462 | $4,616+18.3% | $3,849+41.9% | $6,341-13.9% |
| Admin fee / account holder | $33 | $8,065-99.6% | $6,181-99.5% | $12,309-99.7% |