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 9-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 | $59,419 | $106,515-44.2% | $96,683-38.5% | $139,434-57.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 17.32% | 38.43%-21.1pp | 35.69%-18.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $7,050 | $4,103+71.8% | $3,737+88.7% | $4,751+48.4% |
| Participant deferral / active EE | $4,138 | $5,454-24.1% | $4,878-15.2% | $6,710-38.3% |
| Admin fee / account holder | $166 | $7,877-97.9% | $6,730-97.5% | $11,403-98.5% |