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 | $78,452 | $148,534-47.2% | $135,903-42.3% | $139,434-43.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.12% | 79.19%-64.1pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,152 | $5,243-39.9% | $4,856-35.1% | $4,751-33.6% |
| Participant deferral / active EE | $6,023 | $8,100-25.6% | $7,758-22.4% | $6,710-10.2% |
| Admin fee / account holder | $42 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |