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 | $18,590 | $84,233-77.9% | $170,442-89.1% | $70,131-73.5% |
| Participation rate | 77.8% | 70.8%+6.9pp | 83.6%-5.8pp | 69.5%+8.2pp |
| Annual return | 19.39% | 23.06%-3.7pp | 205.93%-186.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,307 | $3,387-31.9% | $5,433-57.5% | $2,342-1.5% |
| Participant deferral / active EE | $4,998 | $3,086+62.0% | $4,939+1.2% | $3,332+50.0% |
| Admin fee / account holder | $181 | $5,698-96.8% | $13,880-98.7% | $4,645-96.1% |