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 | $84,022 | $89,753-6.4% | $107,525-21.9% | $84,808-0.9% |
| Participation rate | 79.5% | 68.1%+11.4pp | 75.1%+4.4pp | 68.3%+11.2pp |
| Annual return | 19.45% | 29.48%-10.0pp | 181.32%-161.9pp | 40.90%-21.4pp |
| Employer contribution / active EE | $7,875 | $3,113+152.9% | $3,754+109.8% | $2,631+199.3% |
| Participant deferral / active EE | $4,455 | $4,056+9.8% | $5,116-12.9% | $4,212+5.8% |
| Admin fee / account holder | $2 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |