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 | $37,080 | $165,335-77.6% | $149,696-75.2% | $158,922-76.7% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 14.15% | 348.15%-334.0pp | 276.60%-262.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $3,636 | $5,103-28.7% | $4,644-21.7% | $4,761-23.6% |
| Participant deferral / active EE | $5,839 | $7,181-18.7% | $6,842-14.7% | $5,982-2.4% |
| Admin fee / account holder | $214 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |