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 | $62,940 | $159,934-60.6% | $147,005-57.2% | $145,959-56.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.60% | 98.24%-84.6pp | 418.76%-405.2pp | 561.95%-548.3pp |
| Employer contribution / active EE | $3,486 | $5,287-34.1% | $4,934-29.4% | $4,661-25.2% |
| Participant deferral / active EE | $3,731 | $8,427-55.7% | $8,070-53.8% | $6,689-44.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |