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 | $69,307 | $117,983-41.3% | $101,794-31.9% | $142,382-51.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 21.06% | 36.92%-15.9pp | 30.53%-9.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,786 | $2,773+0.5% | $2,289+21.7% | $4,299-35.2% |
| Participant deferral / active EE | $7,666 | $4,714+62.6% | $4,084+87.7% | $6,507+17.8% |
| Admin fee / account holder | $40 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |