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 | $95,477 | $148,534-35.7% | $135,903-29.7% | $139,434-31.5% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 27.95% | 79.19%-51.2pp | 68.23%-40.3pp | 372.94%-345.0pp |
| Employer contribution / active EE | $8,938 | $5,243+70.5% | $4,856+84.1% | $4,751+88.1% |
| Participant deferral / active EE | $15,556 | $8,100+92.0% | $7,758+100.5% | $6,710+131.8% |
| Admin fee / account holder | $92 | $12,400-99.3% | $10,762-99.1% | $11,403-99.2% |