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 | $40,581 | $70,606-42.5% | $53,898-24.7% | $142,382-71.5% |
| Participation rate | 81.8% | 63.7%+18.1pp | 55.0%+26.9pp | 80.1%+1.7pp |
| Annual return | 12.78% | 619.81%-607.0pp | 528.60%-515.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,029 | $1,202-14.4% | $932+10.4% | $4,299-76.1% |
| Participant deferral / active EE | $1,043 | $2,364-55.9% | $1,826-42.9% | $6,507-84.0% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |