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 4-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 | $54,399 | $111,724-51.3% | $93,606-41.9% | $145,922-62.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 15.41% | 202.98%-187.6pp | 133.20%-117.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,189 | $3,090-61.5% | $2,420-50.9% | $4,660-74.5% |
| Participant deferral / active EE | $1,773 | $4,912-63.9% | $4,411-59.8% | $6,688-73.5% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |