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 | $47,510 | $178,174-73.3% | $156,181-69.6% | $137,256-65.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 16.84% | 84.19%-67.3pp | 64.87%-48.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,877 | $4,972-62.3% | $4,294-56.3% | $4,156-54.8% |
| Participant deferral / active EE | $7,080 | $6,888+2.8% | $6,132+15.5% | $6,407+10.5% |
| Admin fee / account holder | $238 | $17,404-98.6% | $14,586-98.4% | $12,270-98.1% |