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 | $61,511 | $98,750-37.7% | $149,696-58.9% | $79,858-23.0% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.5%+1.4pp | 69.6%+14.2pp |
| Annual return | 17.04% | 27.43%-10.4pp | 276.60%-259.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,405 | $3,216-25.2% | $4,644-48.2% | $2,471-2.6% |
| Participant deferral / active EE | $3,716 | $5,680-34.6% | $6,842-45.7% | $3,740-0.6% |
| Admin fee / account holder | $122 | $6,053-98.0% | $9,309-98.7% | $5,306-97.7% |