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 | $76,384 | $165,335-53.8% | $149,696-49.0% | $158,922-51.9% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 17.46% | 348.15%-330.7pp | 276.60%-259.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,153 | $5,103-57.8% | $4,644-53.6% | $4,761-54.8% |
| Participant deferral / active EE | $7,177 | $7,181-0.1% | $6,842+4.9% | $5,982+20.0% |
| Admin fee / account holder | $213 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |