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 | $34,019 | $148,534-77.1% | $135,903-75.0% | $139,434-75.6% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 21.26% | 79.19%-57.9pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,648 | $5,243-68.6% | $4,856-66.1% | $4,751-65.3% |
| Participant deferral / active EE | $4,810 | $8,100-40.6% | $7,758-38.0% | $6,710-28.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |