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 8-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 | $76,414 | $87,013-12.2% | $106,213-28.1% | $80,856-5.5% |
| Participation rate | 76.7% | 70.4%+6.2pp | 75.3%+1.4pp | 67.6%+9.0pp |
| Annual return | 15.73% | 17.05%-1.3pp | 116.14%-100.4pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,366 | $2,395+40.5% | $3,171+6.1% | $2,755+22.2% |
| Participant deferral / active EE | $3,117 | $3,986-21.8% | $5,016-37.9% | $4,296-27.4% |
| Admin fee / account holder | $210 | $8,431-97.5% | $11,033-98.1% | $6,918-97.0% |