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 | $69,614 | $185,822-62.5% | $169,993-59.0% | $139,434-50.1% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 23.09% | 60.50%-37.4pp | 53.37%-30.3pp | 372.94%-349.9pp |
| Employer contribution / active EE | $3,527 | $7,590-53.5% | $6,785-48.0% | $4,751-25.8% |
| Participant deferral / active EE | $10,644 | $11,622-8.4% | $10,408+2.3% | $6,710+58.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |