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 3-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 | $105,031 | $117,983-11.0% | $101,794+3.2% | $142,382-26.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 11.92% | 36.92%-25.0pp | 30.53%-18.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,226 | $2,773-55.8% | $2,289-46.4% | $4,299-71.5% |
| Participant deferral / active EE | $6,426 | $4,714+36.3% | $4,084+57.3% | $6,507-1.3% |
| Admin fee / account holder | $9 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |