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 | $82,791 | $159,901-48.2% | $146,958-43.7% | $145,922-43.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 26.02% | 98.13%-72.1pp | 418.34%-392.3pp | 561.29%-535.3pp |
| Employer contribution / active EE | $4,097 | $5,286-22.5% | $4,933-16.9% | $4,660-12.1% |
| Participant deferral / active EE | $4,784 | $8,428-43.2% | $8,070-40.7% | $6,688-28.5% |
| Admin fee / account holder | $7 | $15,044-100.0% | $12,998-99.9% | $13,397-99.9% |