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 | $38,762 | $185,822-79.1% | $169,993-77.2% | $139,434-72.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 25.58% | 60.50%-34.9pp | 53.37%-27.8pp | 372.94%-347.4pp |
| Employer contribution / active EE | $2,819 | $7,590-62.9% | $6,785-58.5% | $4,751-40.7% |
| Participant deferral / active EE | $7,535 | $11,622-35.2% | $10,408-27.6% | $6,710+12.3% |
| Admin fee / account holder | $106 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |