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 | $64,858 | $159,602-59.4% | $150,045-56.8% | $142,382-54.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.33% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,489 | $4,961-70.0% | $4,693-68.3% | $4,299-65.4% |
| Participant deferral / active EE | $3,104 | $8,310-62.6% | $7,997-61.2% | $6,507-52.3% |
| Admin fee / account holder | $222 | $14,846-98.5% | $13,435-98.4% | $12,624-98.2% |