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 | $82,760 | $106,515-22.3% | $96,683-14.4% | $139,434-40.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 18.60% | 38.43%-19.8pp | 35.69%-17.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $818 | $4,103-80.1% | $3,737-78.1% | $4,751-82.8% |
| Participant deferral / active EE | $6,005 | $5,454+10.1% | $4,878+23.1% | $6,710-10.5% |
| Admin fee / account holder | $26 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |