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 | $37,811 | $93,071-59.4% | $74,583-49.3% | $273,961-86.2% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 7.79% | 26.18%-18.4pp | 20.47%-12.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,614 | $3,160-48.9% | $2,525-36.1% | $4,869-66.8% |
| Participant deferral / active EE | $3,384 | $4,160-18.7% | $3,458-2.1% | $5,287-36.0% |
| Admin fee / account holder | $84 | $5,272-98.4% | $4,138-98.0% | $10,132-99.2% |