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 | $81,711 | $148,534-45.0% | $135,903-39.9% | $139,434-41.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.92% | 79.19%-60.3pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $3,864 | $5,243-26.3% | $4,856-20.4% | $4,751-18.7% |
| Participant deferral / active EE | $9,520 | $8,100+17.5% | $7,758+22.7% | $6,710+41.9% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |