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 8-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 | $31,693 | $78,672-59.7% | $109,143-71.0% | $85,850-63.1% |
| Participation rate | 89.3% | 68.3%+21.0pp | 75.9%+13.4pp | 69.3%+20.0pp |
| Annual return | 16.69% | 25.09%-8.4pp | 25.75%-9.1pp | 318.53%-301.8pp |
| Employer contribution / active EE | $3,130 | $2,735+14.5% | $3,722-15.9% | $2,565+22.0% |
| Participant deferral / active EE | $5,368 | $3,467+54.8% | $4,653+15.4% | $3,952+35.9% |
| Admin fee / account holder | $240 | $5,469-95.6% | $6,752-96.5% | $6,260-96.2% |