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 8-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 | $83,282 | $154,117-46.0% | $129,995-35.9% | $139,434-40.3% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 32.43% | 32.48%0pp | -137.18%+169.6pp | 372.94%-340.5pp |
| Employer contribution / active EE | $3,644 | $5,289-31.1% | $4,320-15.7% | $4,751-23.3% |
| Participant deferral / active EE | $7,508 | $6,710+11.9% | $5,820+29.0% | $6,710+11.9% |
| Admin fee / account holder | $20 | $14,007-99.9% | $10,614-99.8% | $11,403-99.8% |