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 | $110,478 | $214,378-48.5% | $200,582-44.9% | $142,382-22.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 23.81% | 46.41%-22.6pp | 42.33%-18.5pp | 217.08%-193.3pp |
| Employer contribution / active EE | $4,455 | $6,841-34.9% | $6,419-30.6% | $4,299+3.6% |
| Participant deferral / active EE | $13,760 | $9,865+39.5% | $9,331+47.5% | $6,507+111.5% |
| Admin fee / account holder | $94 | $17,692-99.5% | $16,305-99.4% | $12,624-99.3% |