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 8-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 | $59,989 | $99,985-40.0% | $146,665-59.1% | $85,850-30.1% |
| Participation rate | 71.4% | 73.1%-1.6pp | 80.1%-8.6pp | 69.3%+2.1pp |
| Annual return | 16.24% | 18.93%-2.7pp | 22.74%-6.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $2,599 | $2,559+1.6% | $4,136-37.2% | $2,565+1.3% |
| Participant deferral / active EE | $4,768 | $4,006+19.0% | $5,506-13.4% | $3,952+20.6% |
| Admin fee / account holder | $255 | $7,702-96.7% | $10,280-97.5% | $6,260-95.9% |