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 | $44,775 | $165,335-72.9% | $149,696-70.1% | $158,922-71.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 18.68% | 348.15%-329.5pp | 276.60%-257.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,075 | $5,103-59.3% | $4,644-55.3% | $4,761-56.4% |
| Participant deferral / active EE | $6,596 | $7,181-8.2% | $6,842-3.6% | $5,982+10.3% |
| Admin fee / account holder | $25 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |