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 | $43,117 | $67,823-36.4% | $52,425-17.8% | $137,256-68.6% |
| Participation rate | 90.0% | 63.9%+26.1pp | 55.6%+34.4pp | 80.0%+10.0pp |
| Annual return | 18.32% | 219.11%-200.8pp | 302.12%-283.8pp | 220.34%-202.0pp |
| Employer contribution / active EE | $536 | $1,163-54.0% | $914-41.4% | $4,156-87.1% |
| Participant deferral / active EE | $1,002 | $2,288-56.2% | $1,790-44.1% | $6,407-84.4% |
| Admin fee / account holder | $94 | $2,844-96.7% | $2,495-96.2% | $12,270-99.2% |