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 | $40,841 | $78,520-48.0% | $96,576-57.7% | $82,448-50.5% |
| Participation rate | 85.2% | 77.7%+7.5pp | 81.4%+3.7pp | 68.1%+17.1pp |
| Annual return | 19.37% | 41.30%-21.9pp | 38.47%-19.1pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,198 | $2,630-54.4% | $3,553-66.3% | $2,551-53.0% |
| Participant deferral / active EE | $2,923 | $6,754-56.7% | $7,956-63.3% | $4,139-29.4% |
| Admin fee / account holder | $50 | $13,455-99.6% | $11,381-99.6% | $7,234-99.3% |