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 | $35,564 | $90,503-60.7% | $78,689-54.8% | $273,961-87.0% |
| Participation rate | 95.7% | 76.5%+19.1pp | 73.6%+22.1pp | 83.0%+12.6pp |
| Annual return | 6.25% | 75.60%-69.4pp | 62.18%-55.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $4,664 | $3,176+46.9% | $2,851+63.6% | $4,869-4.2% |
| Participant deferral / active EE | $3,637 | $3,901-6.8% | $3,517+3.4% | $5,287-31.2% |
| Admin fee / account holder | $217 | $5,263-95.9% | $4,510-95.2% | $10,132-97.9% |