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 | $56,142 | $106,515-47.3% | $96,683-41.9% | $139,434-59.7% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.8pp |
| Annual return | 16.29% | 38.43%-22.1pp | 35.69%-19.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,678 | $4,103+14.0% | $3,737+25.2% | $4,751-1.5% |
| Participant deferral / active EE | $2,534 | $5,454-53.5% | $4,878-48.0% | $6,710-62.2% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |