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 7-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 | $10,633 | $108,172-90.2% | $77,482-86.3% | $158,922-93.3% |
| Participation rate | 85.7% | 64.4%+21.3pp | 54.2%+31.5pp | 82.0%+3.8pp |
| Annual return | 28.08% | 31.67%-3.6pp | 54.79%-26.7pp | 302.83%-274.7pp |
| Employer contribution / active EE | $1,387 | $1,325+4.7% | $986+40.6% | $4,761-70.9% |
| Participant deferral / active EE | $4,824 | $2,456+96.4% | $1,861+159.2% | $5,982-19.4% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |