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 | $75,392 | $80,717-6.6% | $154,803-51.3% | $84,808-11.1% |
| Participation rate | 93.8% | 66.8%+26.9pp | 78.1%+15.7pp | 68.3%+25.4pp |
| Annual return | 19.75% | 37.96%-18.2pp | 58.88%-39.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,699 | $2,761-2.3% | $4,305-37.3% | $2,631+2.6% |
| Participant deferral / active EE | $5,688 | $3,303+72.2% | $5,540+2.7% | $4,212+35.1% |
| Admin fee / account holder | $133 | $6,746-98.0% | $14,329-99.1% | $7,344-98.2% |