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 | $142,961 | $89,753+59.3% | $107,525+33.0% | $84,808+68.6% |
| Participation rate | 84.8% | 68.1%+16.8pp | 75.1%+9.8pp | 68.3%+16.5pp |
| Annual return | 17.27% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,059 | $3,113-1.8% | $3,754-18.5% | $2,631+16.3% |
| Participant deferral / active EE | $6,453 | $4,056+59.1% | $5,116+26.2% | $4,212+53.2% |
| Admin fee / account holder | $104 | $7,222-98.6% | $8,919-98.8% | $7,344-98.6% |