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 | $72,628 | $176,056-58.7% | $159,436-54.4% | $167,490-56.6% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 12.70% | 331.75%-319.0pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $3,145 | $5,297-40.6% | $4,829-34.9% | $4,837-35.0% |
| Participant deferral / active EE | $8,390 | $7,750+8.3% | $7,352+14.1% | $6,341+32.3% |
| Admin fee / account holder | $52 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |