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 | $58,092 | $107,452-45.9% | $91,541-36.5% | $142,382-59.2% |
| Participation rate | 88.2% | 75.1%+13.2pp | 69.8%+18.5pp | 80.1%+8.1pp |
| Annual return | 25.89% | 22.06%+3.8pp | 20.50%+5.4pp | 217.08%-191.2pp |
| Employer contribution / active EE | $3,439 | $2,994+14.8% | $2,505+37.3% | $4,299-20.0% |
| Participant deferral / active EE | $7,487 | $4,754+57.5% | $4,008+86.8% | $6,507+15.1% |
| Admin fee / account holder | $3 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |