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 | $49,063 | $93,571-47.6% | $135,903-63.9% | $75,163-34.7% |
| Participation rate | 84.8% | 75.2%+9.6pp | 81.9%+2.9pp | 67.2%+17.6pp |
| Annual return | 21.30% | 30.90%-9.6pp | 68.23%-46.9pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,845 | $3,537-19.5% | $4,856-41.4% | $2,670+6.6% |
| Participant deferral / active EE | $5,694 | $6,404-11.1% | $7,758-26.6% | $4,125+38.0% |
| Admin fee / account holder | $192 | $6,975-97.2% | $10,762-98.2% | $5,651-96.6% |