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 | $32,919 | $117,983-72.1% | $101,794-67.7% | $142,382-76.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 14.39% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,513 | $2,773+26.7% | $2,289+53.5% | $4,299-18.3% |
| Participant deferral / active EE | $3,290 | $4,714-30.2% | $4,084-19.4% | $6,507-49.4% |
| Admin fee / account holder | $36 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |