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 | $44,294 | $209,336-78.8% | $197,124-77.5% | $137,256-67.7% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 15.71% | 48.09%-32.4pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,193 | $6,591-51.5% | $6,227-48.7% | $4,156-23.2% |
| Participant deferral / active EE | $7,094 | $9,614-26.2% | $9,135-22.3% | $6,407+10.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |