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 8-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 | $71,600 | $125,758-43.1% | $169,993-57.9% | $75,163-4.7% |
| Participation rate | 90.3% | 83.6%+6.7pp | 87.0%+3.3pp | 67.2%+23.1pp |
| Annual return | 20.69% | 27.20%-6.5pp | 53.37%-32.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $3,905 | $4,615-15.4% | $6,785-42.4% | $2,670+46.3% |
| Participant deferral / active EE | $7,847 | $6,837+14.8% | $10,408-24.6% | $4,125+90.2% |
| Admin fee / account holder | $233 | $8,173-97.1% | $12,815-98.2% | $5,651-95.9% |