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 | $79,049 | $71,057+11.2% | $93,654-15.6% | $80,874-2.3% |
| Participation rate | 96.2% | 60.4%+35.7pp | 68.7%+27.4pp | 67.6%+28.5pp |
| Annual return | 12.14% | 11.26%+0.9pp | 133.34%-121.2pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,816 | $1,564+16.1% | $2,421-25.0% | $2,756-34.1% |
| Participant deferral / active EE | $4,338 | $4,034+7.5% | $4,413-1.7% | $4,297+1.0% |
| Admin fee / account holder | $0 | $6,944-100.0% | $8,282-100.0% | $6,935-100.0% |