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 | $55,242 | $124,425-55.6% | $112,040-50.7% | $137,256-59.8% |
| Participation rate | 82.4% | 79.3%+3.0pp | 76.5%+5.9pp | 80.0%+2.4pp |
| Annual return | 21.97% | 24.72%-2.7pp | 24.52%-2.5pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,307 | $3,411-61.7% | $2,954-55.8% | $4,156-68.6% |
| Participant deferral / active EE | $4,533 | $5,718-20.7% | $5,098-11.1% | $6,407-29.2% |
| Admin fee / account holder | $117 | $15,207-99.2% | $12,098-99.0% | $12,270-99.0% |