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 | $26,932 | $90,503-70.2% | $78,689-65.8% | $273,961-90.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.53% | 75.60%-72.1pp | 62.18%-58.6pp | 41.45%-37.9pp |
| Employer contribution / active EE | $5,368 | $3,176+69.0% | $2,851+88.3% | $4,869+10.3% |
| Participant deferral / active EE | $2,889 | $3,901-25.9% | $3,517-17.9% | $5,287-45.4% |
| Admin fee / account holder | $198 | $5,263-96.2% | $4,510-95.6% | $10,132-98.0% |