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 5-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 | $38,353 | $150,187-74.5% | $120,354-68.1% | $145,922-73.7% |
| Participation rate | 71.4% | 78.8%-7.3pp | 71.9%-0.5pp | 80.3%-8.8pp |
| Annual return | 13.48% | 154.07%-140.6pp | 107.15%-93.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,928 | $4,348-9.7% | $3,463+13.4% | $4,660-15.7% |
| Participant deferral / active EE | $8,049 | $6,173+30.4% | $4,991+61.3% | $6,688+20.4% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |