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 | $73,010 | $93,571-22.0% | $135,903-46.3% | $75,163-2.9% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 22.22% | 30.90%-8.7pp | 68.23%-46.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $3,923 | $3,537+10.9% | $4,856-19.2% | $2,670+46.9% |
| Participant deferral / active EE | $8,851 | $6,404+38.2% | $7,758+14.1% | $4,125+114.6% |
| Admin fee / account holder | $81 | $6,975-98.8% | $10,762-99.2% | $5,651-98.6% |