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 | $61,856 | $87,013-28.9% | $106,213-41.8% | $80,856-23.5% |
| Participation rate | 73.1% | 70.4%+2.6pp | 75.3%-2.2pp | 67.6%+5.4pp |
| Annual return | 28.03% | 17.05%+11.0pp | 116.14%-88.1pp | 35.59%-7.6pp |
| Employer contribution / active EE | $2,998 | $2,395+25.2% | $3,171-5.5% | $2,755+8.8% |
| Participant deferral / active EE | $5,822 | $3,986+46.1% | $5,016+16.1% | $4,296+35.5% |
| Admin fee / account holder | $91 | $8,431-98.9% | $11,033-99.2% | $6,918-98.7% |