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 | $79,874 | $214,378-62.7% | $200,582-60.2% | $142,382-43.9% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.9%+7.2pp | 80.1%+14.0pp |
| Annual return | 21.33% | 46.41%-25.1pp | 42.33%-21.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $4,586 | $6,841-33.0% | $6,419-28.6% | $4,299+6.7% |
| Participant deferral / active EE | $12,351 | $9,865+25.2% | $9,331+32.4% | $6,507+89.8% |
| Admin fee / account holder | $273 | $17,692-98.5% | $16,305-98.3% | $12,624-97.8% |