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 | $75,205 | $172,111-56.3% | $150,298-50.0% | $137,256-45.2% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 12.27% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,325 | $4,636-49.9% | $4,154-44.0% | $4,156-44.1% |
| Participant deferral / active EE | $7,171 | $6,166+16.3% | $5,453+31.5% | $6,407+11.9% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |