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 | $19,422 | $96,484-79.9% | $75,886-74.4% | $152,861-87.3% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.3%+2.1pp | 82.4%-11.0pp |
| Annual return | 52.99% | 33.98%+19.0pp | 30.76%+22.2pp | 345.32%-292.3pp |
| Employer contribution / active EE | $2,717 | $3,309-17.9% | $2,500+8.7% | $4,762-43.0% |
| Participant deferral / active EE | $7,327 | $4,553+60.9% | $3,603+103.4% | $5,850+25.2% |
| Admin fee / account holder | $107 | $8,078-98.7% | $5,418-98.0% | $11,596-99.1% |