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 3-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 | $73,726 | $214,378-65.6% | $200,582-63.2% | $142,382-48.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 20.59% | 46.41%-25.8pp | 42.33%-21.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,785 | $6,841-44.7% | $6,419-41.0% | $4,299-12.0% |
| Participant deferral / active EE | $6,351 | $9,865-35.6% | $9,331-31.9% | $6,507-2.4% |
| Admin fee / account holder | $13 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |