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 | $62,598 | $95,803-34.7% | $113,168-44.7% | $84,808-26.2% |
| Participation rate | 94.7% | 72.9%+21.9pp | 76.6%+18.2pp | 68.3%+26.4pp |
| Annual return | 16.98% | 25.00%-8.0pp | 24.27%-7.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,408 | $2,360+2.0% | $2,975-19.1% | $2,631-8.5% |
| Participant deferral / active EE | $5,639 | $4,242+32.9% | $5,107+10.4% | $4,212+33.9% |
| Admin fee / account holder | $193 | $8,989-97.8% | $12,068-98.4% | $7,344-97.4% |