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 | $47,959 | $154,228-68.9% | $145,433-67.0% | $137,256-65.1% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 16.98% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,256 | $4,804-53.0% | $4,554-50.5% | $4,156-45.7% |
| Participant deferral / active EE | $3,213 | $8,216-60.9% | $7,897-59.3% | $6,407-49.8% |
| Admin fee / account holder | $58 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |