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 9-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 | $66,143 | $98,750-33.0% | $149,696-55.8% | $79,858-17.2% |
| Participation rate | 73.5% | 75.8%-2.2pp | 82.5%-8.9pp | 69.6%+3.9pp |
| Annual return | 18.42% | 27.43%-9.0pp | 276.60%-258.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,774 | $3,216-13.8% | $4,644-40.3% | $2,471+12.3% |
| Participant deferral / active EE | $5,395 | $5,680-5.0% | $6,842-21.1% | $3,740+44.2% |
| Admin fee / account holder | $287 | $6,053-95.3% | $9,309-96.9% | $5,306-94.6% |