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 3-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 | $40,282 | $111,724-63.9% | $93,606-57.0% | $145,922-72.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 17.43% | 202.98%-185.6pp | 133.20%-115.8pp | 561.29%-543.9pp |
| Employer contribution / active EE | $702 | $3,090-77.3% | $2,420-71.0% | $4,660-84.9% |
| Participant deferral / active EE | $2,535 | $4,912-48.4% | $4,411-42.5% | $6,688-62.1% |
| Admin fee / account holder | $145 | $10,250-98.6% | $8,285-98.2% | $13,397-98.9% |