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 | $64,256 | $103,966-38.2% | $112,887-43.1% | $75,163-14.5% |
| Participation rate | 74.3% | 75.7%-1.4pp | 80.5%-6.2pp | 67.2%+7.1pp |
| Annual return | 23.21% | 24.54%-1.3pp | 34.10%-10.9pp | 160.62%-137.4pp |
| Employer contribution / active EE | $4,274 | $3,870+10.4% | $4,563-6.4% | $2,670+60.1% |
| Participant deferral / active EE | $8,831 | $5,456+61.9% | $6,513+35.6% | $4,125+114.1% |
| Admin fee / account holder | $269 | $7,663-96.5% | $7,047-96.2% | $5,651-95.2% |