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 9-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 | $132,577 | $185,822-28.7% | $169,993-22.0% | $139,434-4.9% |
| Participation rate | 72.7% | 87.8%-15.0pp | 87.0%-14.3pp | 80.3%-7.6pp |
| Annual return | 18.52% | 60.50%-42.0pp | 53.37%-34.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $6,666 | $7,590-12.2% | $6,785-1.8% | $4,751+40.3% |
| Participant deferral / active EE | $14,188 | $11,622+22.1% | $10,408+36.3% | $6,710+111.4% |
| Admin fee / account holder | $72 | $15,381-99.5% | $12,815-99.4% | $11,403-99.4% |