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 | $42,236 | $165,984-74.6% | $164,813-74.4% | $145,922-71.1% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 9.84% | 100.03%-90.2pp | 69.93%-60.1pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,665 | $5,273-49.5% | $4,341-38.6% | $4,660-42.8% |
| Participant deferral / active EE | $6,246 | $6,959-10.2% | $6,031+3.6% | $6,688-6.6% |
| Admin fee / account holder | $68 | $16,648-99.6% | $12,690-99.5% | $13,397-99.5% |