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 | $30,550 | $105,126-70.9% | $94,646-67.7% | $139,434-78.1% |
| Participation rate | 78.6% | 82.4%-3.8pp | 80.8%-2.3pp | 80.3%-1.7pp |
| Annual return | 23.65% | 38.03%-14.4pp | 156.71%-133.1pp | 372.94%-349.3pp |
| Employer contribution / active EE | $3,286 | $4,106-20.0% | $3,672-10.5% | $4,751-30.8% |
| Participant deferral / active EE | $6,007 | $7,599-21.0% | $7,418-19.0% | $6,710-10.5% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |