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 8-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 | $40,910 | $67,606-39.5% | $82,313-50.3% | $70,131-41.7% |
| Participation rate | 72.4% | 72.8%-0.4pp | 76.9%-4.5pp | 69.5%+2.9pp |
| Annual return | 19.81% | 21.57%-1.8pp | 25.88%-6.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $2,196 | $1,755+25.2% | $2,428-9.6% | $2,342-6.2% |
| Participant deferral / active EE | $4,227 | $2,987+41.5% | $3,706+14.1% | $3,332+26.9% |
| Admin fee / account holder | $108 | $4,512-97.6% | $5,608-98.1% | $4,645-97.7% |