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 9-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 | $42,868 | $181,894-76.4% | $156,549-72.6% | $273,961-84.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.21% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,238 | $6,248-48.2% | $5,501-41.1% | $4,869-33.5% |
| Participant deferral / active EE | $10,375 | $5,550+86.9% | $4,871+113.0% | $5,287+96.2% |
| Admin fee / account holder | $151 | $15,559-99.0% | $13,027-98.8% | $10,132-98.5% |