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 | $41,981 | $148,534-71.7% | $135,903-69.1% | $139,434-69.9% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 21.98% | 79.19%-57.2pp | 68.23%-46.3pp | 372.94%-351.0pp |
| Employer contribution / active EE | $3,062 | $5,243-41.6% | $4,856-37.0% | $4,751-35.6% |
| Participant deferral / active EE | $8,490 | $8,100+4.8% | $7,758+9.4% | $6,710+26.5% |
| Admin fee / account holder | $214 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |