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 | $52,319 | $118,450-55.8% | $98,439-46.9% | $139,434-62.5% |
| Participation rate | 92.3% | 77.4%+14.9pp | 75.2%+17.1pp | 80.3%+12.0pp |
| Annual return | 16.00% | 18.94%-2.9pp | 21.16%-5.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $5,417 | $3,609+50.1% | $3,048+77.7% | $4,751+14.0% |
| Participant deferral / active EE | $6,760 | $5,392+25.4% | $4,738+42.7% | $6,710+0.7% |
| Admin fee / account holder | $29 | $14,026-99.8% | $8,948-99.7% | $11,403-99.7% |