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 6-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 | $73,995 | $159,602-53.6% | $150,045-50.7% | $142,382-48.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 24.01% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $4,331 | $4,961-12.7% | $4,693-7.7% | $4,299+0.7% |
| Participant deferral / active EE | $16,356 | $8,310+96.8% | $7,997+104.5% | $6,507+151.4% |
| Admin fee / account holder | $162 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |