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 9-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 | $66,881 | $154,228-56.6% | $145,433-54.0% | $137,256-51.3% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 22.05% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $4,178 | $4,804-13.0% | $4,554-8.3% | $4,156+0.5% |
| Participant deferral / active EE | $7,989 | $8,216-2.8% | $7,897+1.2% | $6,407+24.7% |
| Admin fee / account holder | $89 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |