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 | $41,840 | $63,764-34.4% | $81,930-48.9% | $79,858-47.6% |
| Participation rate | 86.7% | 67.5%+19.2pp | 72.0%+14.7pp | 69.6%+17.0pp |
| Annual return | 21.56% | 22.66%-1.1pp | 29.49%-7.9pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,171 | $1,795-34.8% | $4,310-72.8% | $2,471-52.6% |
| Participant deferral / active EE | $3,732 | $2,780+34.2% | $7,107-47.5% | $3,740-0.2% |
| Admin fee / account holder | $148 | $4,426-96.7% | $5,158-97.1% | $5,306-97.2% |