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 | $35,552 | $89,753-60.4% | $107,525-66.9% | $84,808-58.1% |
| Participation rate | 97.5% | 68.1%+29.4pp | 75.1%+22.4pp | 68.3%+29.2pp |
| Annual return | 17.34% | 29.48%-12.1pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,405 | $3,113-54.9% | $3,754-62.6% | $2,631-46.6% |
| Participant deferral / active EE | $3,038 | $4,056-25.1% | $5,116-40.6% | $4,212-27.9% |
| Admin fee / account holder | $205 | $7,222-97.2% | $8,919-97.7% | $7,344-97.2% |