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 | $123,614 | $154,228-19.8% | $145,433-15.0% | $137,256-9.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 20.69% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,820 | $4,804-41.3% | $4,554-38.1% | $4,156-32.1% |
| Participant deferral / active EE | $9,907 | $8,216+20.6% | $7,897+25.4% | $6,407+54.6% |
| Admin fee / account holder | $129 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |