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 | $85,573 | $163,101-47.5% | $136,749-37.4% | $142,382-39.9% |
| Participation rate | 93.3% | 78.2%+15.1pp | 72.1%+21.2pp | 80.1%+13.2pp |
| Annual return | 21.04% | 27.54%-6.5pp | 24.33%-3.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $10,485 | $4,117+154.7% | $3,400+208.4% | $4,299+143.9% |
| Participant deferral / active EE | $4,562 | $5,585-18.3% | $4,692-2.8% | $6,507-29.9% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |