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 | $63,330 | $111,754-43.3% | $103,333-38.7% | $145,922-56.6% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 13.43% | 24.77%-11.3pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,948 | $4,212-53.8% | $3,868-49.6% | $4,660-58.2% |
| Participant deferral / active EE | $7,621 | $5,619+35.6% | $5,057+50.7% | $6,688+14.0% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |