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 | $33,371 | $117,983-71.7% | $101,794-67.2% | $142,382-76.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 14.06% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,429 | $2,773+23.7% | $2,289+49.8% | $4,299-20.2% |
| Participant deferral / active EE | $5,259 | $4,714+11.6% | $4,084+28.8% | $6,507-19.2% |
| Admin fee / account holder | $184 | $10,433-98.2% | $8,777-97.9% | $12,624-98.5% |