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 | $27,969 | $104,907-73.3% | $84,611-66.9% | $152,861-81.7% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.4%-2.4pp |
| Annual return | 38.77% | 373.79%-335.0pp | 258.74%-220.0pp | 345.32%-306.6pp |
| Employer contribution / active EE | $11,229 | $3,302+240.1% | $2,652+323.4% | $4,762+135.8% |
| Participant deferral / active EE | $4,468 | $4,688-4.7% | $3,899+14.6% | $5,850-23.6% |
| Admin fee / account holder | $80 | $6,241-98.7% | $4,912-98.4% | $11,596-99.3% |