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 9-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 | $90,576 | $214,378-57.7% | $200,582-54.8% | $142,382-36.4% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 21.38% | 46.41%-25.0pp | 42.33%-21.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,855 | $6,841-43.6% | $6,419-39.9% | $4,299-10.3% |
| Participant deferral / active EE | $5,376 | $9,865-45.5% | $9,331-42.4% | $6,507-17.4% |
| Admin fee / account holder | $157 | $17,692-99.1% | $16,305-99.0% | $12,624-98.8% |