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 | $32,039 | $127,777-74.9% | $106,548-69.9% | $167,490-80.9% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 224.23% | 33.87%+190.4pp | 26.80%+197.4pp | 478.56%-254.3pp |
| Employer contribution / active EE | $2,772 | $3,427-19.1% | $2,819-1.7% | $4,837-42.7% |
| Participant deferral / active EE | $5,451 | $5,087+7.2% | $4,398+23.9% | $6,341-14.0% |
| Admin fee / account holder | $7 | $11,228-99.9% | $7,407-99.9% | $12,309-99.9% |