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 | $42,811 | $93,571-54.2% | $135,903-68.5% | $75,163-43.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 40.07% | 30.90%+9.2pp | 68.23%-28.2pp | 160.62%-120.6pp |
| Employer contribution / active EE | $3,834 | $3,537+8.4% | $4,856-21.1% | $2,670+43.6% |
| Participant deferral / active EE | $7,142 | $6,404+11.5% | $7,758-7.9% | $4,125+73.1% |
| Admin fee / account holder | $100 | $6,975-98.6% | $10,762-99.1% | $5,651-98.2% |