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 | $39,619 | $87,733-54.8% | $106,548-62.8% | $85,850-53.9% |
| Participation rate | 94.3% | 71.9%+22.4pp | 76.1%+18.2pp | 69.3%+25.0pp |
| Annual return | 16.44% | 21.86%-5.4pp | 26.80%-10.4pp | 318.53%-302.1pp |
| Employer contribution / active EE | $3,799 | $2,073+83.2% | $2,819+34.8% | $2,565+48.1% |
| Participant deferral / active EE | $6,101 | $3,469+75.9% | $4,398+38.7% | $3,952+54.4% |
| Admin fee / account holder | $91 | $6,767-98.7% | $7,407-98.8% | $6,260-98.5% |