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 4-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 | $67,991 | $214,378-68.3% | $200,582-66.1% | $142,382-52.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 19.63% | 46.41%-26.8pp | 42.33%-22.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $7,556 | $6,841+10.4% | $6,419+17.7% | $4,299+75.7% |
| Participant deferral / active EE | $14,101 | $9,865+42.9% | $9,331+51.1% | $6,507+116.7% |
| Admin fee / account holder | $65 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |