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 | $18,758 | $50,958-63.2% | $74,550-74.8% | $64,186-70.8% |
| Participation rate | 85.7% | 61.1%+24.7pp | 69.1%+16.6pp | 69.6%+16.1pp |
| Annual return | 86.53% | -1.86%+88.4pp | 32.53%+54.0pp | 7.63%+78.9pp |
| Employer contribution / active EE | $5,100 | $1,115+357.3% | $1,961+160.1% | $2,381+114.2% |
| Participant deferral / active EE | $3,340 | $2,301+45.1% | $3,108+7.4% | $3,470-3.7% |
| Admin fee / account holder | $63 | $4,223-98.5% | $5,060-98.8% | $4,888-98.7% |