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 | $82,400 | $228,332-63.9% | $185,823-55.7% | $158,922-48.2% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 27.02% | 40.80%-13.8pp | 35.95%-8.9pp | 302.83%-275.8pp |
| Employer contribution / active EE | $1,719 | $4,967-65.4% | $4,087-58.0% | $4,761-63.9% |
| Participant deferral / active EE | $7,998 | $6,415+24.7% | $5,632+42.0% | $5,982+33.7% |
| Admin fee / account holder | $17 | $11,864-99.9% | $9,500-99.8% | $11,246-99.9% |