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 | $58,213 | $106,584-45.4% | $101,326-42.5% | $142,382-59.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 22.25% | 36.93%-14.7pp | 36.82%-14.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,680 | $3,956-7.0% | $3,665+0.4% | $4,299-14.4% |
| Participant deferral / active EE | $8,822 | $8,297+6.3% | $7,994+10.4% | $6,507+35.6% |
| Admin fee / account holder | $173 | $11,446-98.5% | $11,185-98.5% | $12,624-98.6% |