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 | $63,205 | $89,753-29.6% | $107,525-41.2% | $84,808-25.5% |
| Participation rate | 73.3% | 68.1%+5.3pp | 75.1%-1.7pp | 68.3%+5.0pp |
| Annual return | 20.07% | 29.48%-9.4pp | 181.32%-161.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,043 | $3,113-34.4% | $3,754-45.6% | $2,631-22.3% |
| Participant deferral / active EE | $6,077 | $4,056+49.8% | $5,116+18.8% | $4,212+44.3% |
| Admin fee / account holder | $222 | $7,222-96.9% | $8,919-97.5% | $7,344-97.0% |