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 | $30,942 | $106,515-71.0% | $96,683-68.0% | $139,434-77.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 13.22% | 38.43%-25.2pp | 35.69%-22.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,247 | $4,103-69.6% | $3,737-66.6% | $4,751-73.8% |
| Participant deferral / active EE | $7,238 | $5,454+32.7% | $4,878+48.4% | $6,710+7.9% |
| Admin fee / account holder | $79 | $7,877-99.0% | $6,730-98.8% | $11,403-99.3% |