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 | $79,669 | $167,484-52.4% | $151,611-47.5% | $134,475-40.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | 12.62% | 7.80%+4.8pp | 3.33%+9.3pp | 417.96%-405.3pp |
| Employer contribution / active EE | $5,161 | $6,829-24.4% | $6,166-16.3% | $4,740+8.9% |
| Participant deferral / active EE | $7,057 | $8,986-21.5% | $8,363-15.6% | $6,400+10.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |