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 | $97,383 | $215,361-54.8% | $171,082-43.1% | $273,961-64.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.24% | 25.14%-16.9pp | 32.56%-24.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,539 | $4,967-69.0% | $4,002-61.6% | $4,869-68.4% |
| Participant deferral / active EE | $13,050 | $5,543+135.4% | $4,797+172.0% | $5,287+146.8% |
| Admin fee / account holder | $42 | $10,846-99.6% | $8,520-99.5% | $10,132-99.6% |