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 | $105,551 | $159,602-33.9% | $150,045-29.7% | $142,382-25.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 21.75% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,883 | $4,961-62.0% | $4,693-59.9% | $4,299-56.2% |
| Participant deferral / active EE | $7,419 | $8,310-10.7% | $7,997-7.2% | $6,507+14.0% |
| Admin fee / account holder | $117 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |