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 | $22,287 | $107,334-79.2% | $92,893-76.0% | $152,861-85.4% |
| Participation rate | 84.2% | 79.8%+4.4pp | 76.0%+8.2pp | 82.4%+1.8pp |
| Annual return | 27.18% | 145.58%-118.4pp | 109.41%-82.2pp | 345.32%-318.1pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,611 | $4,845-25.5% | $4,236-14.8% | $5,850-38.3% |
| Admin fee / account holder | $150 | $7,079-97.9% | $5,794-97.4% | $11,596-98.7% |