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 | $47,732 | $86,286-44.7% | $111,297-57.1% | $85,850-44.4% |
| Participation rate | 79.5% | 73.3%+6.2pp | 77.3%+2.2pp | 69.3%+10.2pp |
| Annual return | 19.46% | 19.99%-0.5pp | 54.65%-35.2pp | 318.53%-299.1pp |
| Employer contribution / active EE | $4,047 | $2,043+98.1% | $2,731+48.2% | $2,565+57.8% |
| Participant deferral / active EE | $9,999 | $3,641+174.6% | $4,487+122.8% | $3,952+153.0% |
| Admin fee / account holder | $0 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |