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 | $93,832 | $227,553-58.8% | $189,557-50.5% | $167,490-44.0% |
| Participation rate | 71.4% | 82.5%-11.1pp | 78.4%-7.0pp | 82.1%-10.7pp |
| Annual return | 20.66% | 78.40%-57.7pp | 64.17%-43.5pp | 478.56%-457.9pp |
| Employer contribution / active EE | $2,735 | $5,316-48.5% | $4,412-38.0% | $4,837-43.5% |
| Participant deferral / active EE | $5,414 | $7,002-22.7% | $6,174-12.3% | $6,341-14.6% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |