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 9-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 | $60,940 | $95,266-36.0% | $82,389-26.0% | $142,382-57.2% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.5%+0.5pp | 80.1%-10.1pp |
| Annual return | 16.32% | 25.74%-9.4pp | 28.67%-12.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,645 | $2,991-11.6% | $2,517+5.1% | $4,299-38.5% |
| Participant deferral / active EE | $4,323 | $4,809-10.1% | $4,155+4.0% | $6,507-33.6% |
| Admin fee / account holder | $165 | $8,563-98.1% | $7,231-97.7% | $12,624-98.7% |