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 | $35,232 | $94,031-62.5% | $115,768-69.6% | $82,448-57.3% |
| Participation rate | 94.3% | 70.4%+23.9pp | 74.4%+19.9pp | 68.1%+26.2pp |
| Annual return | 18.57% | 20.61%-2.0pp | 100.46%-81.9pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,187 | $2,323-5.9% | $2,940-25.6% | $2,551-14.3% |
| Participant deferral / active EE | $7,219 | $3,972+81.7% | $4,917+46.8% | $4,139+74.4% |
| Admin fee / account holder | $146 | $10,249-98.6% | $12,439-98.8% | $7,234-98.0% |