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 | $36,332 | $124,281-70.8% | $109,143-66.7% | $167,490-78.3% |
| Participation rate | 93.3% | 79.4%+13.9pp | 75.9%+17.5pp | 82.1%+11.2pp |
| Annual return | 16.42% | 26.04%-9.6pp | 25.75%-9.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,255 | $4,207-46.4% | $3,722-39.4% | $4,837-53.4% |
| Participant deferral / active EE | $4,464 | $5,255-15.1% | $4,653-4.1% | $6,341-29.6% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |