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 8-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 | $62,997 | $214,378-70.6% | $200,582-68.6% | $142,382-55.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 19.37% | 46.41%-27.0pp | 42.33%-23.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,365 | $6,841-65.4% | $6,419-63.2% | $4,299-45.0% |
| Participant deferral / active EE | $3,214 | $9,865-67.4% | $9,331-65.6% | $6,507-50.6% |
| Admin fee / account holder | $47 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |