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 6-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 | $75,881 | $104,974-27.7% | $95,585-20.6% | $142,382-46.7% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 19.69% | 210.33%-190.6pp | 38.56%-18.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,989 | $2,779-28.4% | $2,527-21.3% | $4,299-53.7% |
| Participant deferral / active EE | $7,012 | $4,352+61.1% | $4,023+74.3% | $6,507+7.8% |
| Admin fee / account holder | $20 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |