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 | $27,883 | $95,193-70.7% | $76,523-63.6% | $135,375-79.4% |
| Participation rate | 84.6% | 74.4%+10.2pp | 68.0%+16.6pp | 82.6%+2.0pp |
| Annual return | 3.84% | 4.85%-1.0pp | -0.27%+4.1pp | 519.73%-515.9pp |
| Employer contribution / active EE | $1,798 | $3,302-45.6% | $2,647-32.1% | $4,779-62.4% |
| Participant deferral / active EE | $4,847 | $4,639+4.5% | $3,835+26.4% | $5,609-13.6% |
| Admin fee / account holder | $97 | $6,249-98.5% | $4,848-98.0% | $10,827-99.1% |