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 | $34,323 | $148,534-76.9% | $135,903-74.7% | $139,434-75.4% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 28.37% | 79.19%-50.8pp | 68.23%-39.9pp | 372.94%-344.6pp |
| Employer contribution / active EE | $2,130 | $5,243-59.4% | $4,856-56.1% | $4,751-55.2% |
| Participant deferral / active EE | $7,629 | $8,100-5.8% | $7,758-1.7% | $6,710+13.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |