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 | $26,467 | $109,327-75.8% | $89,391-70.4% | $158,922-83.3% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 58.75% | 345.68%-286.9pp | 245.62%-186.9pp | 302.83%-244.1pp |
| Employer contribution / active EE | $2,327 | $3,170-26.6% | $2,586-10.0% | $4,761-51.1% |
| Participant deferral / active EE | $6,767 | $4,598+47.2% | $3,890+74.0% | $5,982+13.1% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |