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 | $44,395 | $197,591-77.5% | $177,821-75.0% | $158,922-72.1% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.7%-8.8pp | 82.0%-3.0pp |
| Annual return | 22.15% | 58.76%-36.6pp | 48.32%-26.2pp | 302.83%-280.7pp |
| Employer contribution / active EE | $5,675 | $6,697-15.3% | $5,918-4.1% | $4,761+19.2% |
| Participant deferral / active EE | $5,187 | $8,405-38.3% | $7,714-32.8% | $5,982-13.3% |
| Admin fee / account holder | $141 | $15,399-99.1% | $12,427-98.9% | $11,246-98.7% |