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 | $43,133 | $162,781-73.5% | $133,956-67.8% | $158,922-72.9% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 25.93% | 41.94%-16.0pp | 45.09%-19.2pp | 302.83%-276.9pp |
| Employer contribution / active EE | $6,286 | $4,975+26.3% | $3,919+60.4% | $4,761+32.0% |
| Participant deferral / active EE | $6,941 | $5,911+17.4% | $5,048+37.5% | $5,982+16.0% |
| Admin fee / account holder | $19 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |