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 | $52,038 | $106,515-51.1% | $96,683-46.2% | $139,434-62.7% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 19.67% | 38.43%-18.8pp | 35.69%-16.0pp | 372.94%-353.3pp |
| Employer contribution / active EE | $3,174 | $4,103-22.6% | $3,737-15.0% | $4,751-33.2% |
| Participant deferral / active EE | $8,301 | $5,454+52.2% | $4,878+70.2% | $6,710+23.7% |
| Admin fee / account holder | $18 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |