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 6-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 | $20,251 | $150,187-86.5% | $120,354-83.2% | $145,922-86.1% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 17.92% | 154.07%-136.1pp | 107.15%-89.2pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,720 | $4,348-60.4% | $3,463-50.3% | $4,660-63.1% |
| Participant deferral / active EE | $3,185 | $6,173-48.4% | $4,991-36.2% | $6,688-52.4% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |