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 | $37,037 | $185,822-80.1% | $169,993-78.2% | $139,434-73.4% |
| Participation rate | 70.0% | 87.8%-17.8pp | 87.0%-17.0pp | 80.3%-10.3pp |
| Annual return | 24.31% | 60.50%-36.2pp | 53.37%-29.1pp | 372.94%-348.6pp |
| Employer contribution / active EE | $2,763 | $7,590-63.6% | $6,785-59.3% | $4,751-41.8% |
| Participant deferral / active EE | $5,814 | $11,622-50.0% | $10,408-44.1% | $6,710-13.4% |
| Admin fee / account holder | $72 | $15,381-99.5% | $12,815-99.4% | $11,403-99.4% |