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 8-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 | $17,123 | $132,634-87.1% | $115,768-85.2% | $137,256-87.5% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.4%-3.0pp | 80.0%-8.5pp |
| Annual return | 18.46% | 160.70%-142.2pp | 100.46%-82.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,149 | $3,360-65.8% | $2,940-60.9% | $4,156-72.4% |
| Participant deferral / active EE | $1,979 | $5,619-64.8% | $4,917-59.7% | $6,407-69.1% |
| Admin fee / account holder | $11 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |