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 | $4,790 | $74,888-93.6% | $71,209-93.3% | $142,382-96.6% |
| Participation rate | 73.9% | 76.2%-2.3pp | 73.8%+0.2pp | 80.1%-6.2pp |
| Annual return | 25.77% | 345.14%-319.4pp | 282.51%-256.7pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,391 | $2,854-51.3% | $2,721-48.9% | $4,299-67.6% |
| Participant deferral / active EE | $1,724 | $4,454-61.3% | $4,175-58.7% | $6,507-73.5% |
| Admin fee / account holder | $242 | $5,568-95.6% | $5,349-95.5% | $12,624-98.1% |