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 9-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 | $13,639 | $69,207-80.3% | $64,056-78.7% | $139,434-90.2% |
| Participation rate | 71.4% | 75.6%-4.2pp | 72.3%-0.9pp | 80.3%-8.9pp |
| Annual return | 20.51% | 45.88%-25.4pp | 33.69%-13.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,200 | $3,182-62.3% | $2,747-56.3% | $4,751-74.7% |
| Participant deferral / active EE | $1,682 | $4,682-64.1% | $3,880-56.6% | $6,710-74.9% |
| Admin fee / account holder | $29 | $4,244-99.3% | $3,068-99.0% | $11,403-99.7% |