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 | $59,946 | $69,977-14.3% | $108,579-44.8% | $62,891-4.7% |
| Participation rate | 75.6% | 72.9%+2.7pp | 79.6%-4.0pp | 69.3%+6.3pp |
| Annual return | 5.69% | 10.73%-5.0pp | -51.70%+57.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,388 | $2,135-35.0% | $3,758-63.1% | $2,281-39.2% |
| Participant deferral / active EE | $2,347 | $3,165-25.8% | $4,311-45.6% | $3,203-26.7% |
| Admin fee / account holder | $260 | $5,076-94.9% | $7,645-96.6% | $4,296-93.9% |