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 | $150,921 | $124,319+21.4% | $111,297+35.6% | $167,490-9.9% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 15.48% | 37.44%-22.0pp | 54.65%-39.2pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,521 | $3,435-26.6% | $2,731-7.7% | $4,837-47.9% |
| Participant deferral / active EE | $4,810 | $5,180-7.2% | $4,487+7.2% | $6,341-24.2% |
| Admin fee / account holder | $20 | $10,618-99.8% | $7,964-99.7% | $12,309-99.8% |