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 7-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 | $15,565 | $121,625-87.2% | $104,607-85.1% | $158,922-90.2% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 44.91% | 465.26%-420.3pp | 340.46%-295.6pp | 302.83%-257.9pp |
| Employer contribution / active EE | $1,385 | $3,163-56.2% | $2,681-48.3% | $4,761-70.9% |
| Participant deferral / active EE | $6,837 | $4,177+63.7% | $3,740+82.8% | $5,982+14.3% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |