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 | $23,270 | $64,480-63.9% | $81,382-71.4% | $80,856-71.2% |
| Participation rate | 85.2% | 63.9%+21.3pp | 69.5%+15.7pp | 67.6%+17.5pp |
| Annual return | 13.28% | 16.34%-3.1pp | 24.73%-11.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $6,233 | $1,978+215.1% | $2,463+153.1% | $2,755+126.3% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,883-100.0% | $4,296-100.0% |
| Admin fee / account holder | $202 | $5,671-96.4% | $5,768-96.5% | $6,918-97.1% |