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 | $108,612 | $67,606+60.7% | $82,313+32.0% | $70,131+54.9% |
| Participation rate | 71.4% | 72.8%-1.3pp | 76.9%-5.5pp | 69.5%+1.9pp |
| Annual return | 13.13% | 21.57%-8.4pp | 25.88%-12.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,900 | $1,755+8.3% | $2,428-21.7% | $2,342-18.9% |
| Participant deferral / active EE | $3,631 | $2,987+21.6% | $3,706-2.0% | $3,332+9.0% |
| Admin fee / account holder | $28 | $4,512-99.4% | $5,608-99.5% | $4,645-99.4% |