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 | $55,166 | $105,931-47.9% | $81,930-32.7% | $158,922-65.3% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.0%+15.5pp | 82.0%+5.5pp |
| Annual return | 6.38% | 38.17%-31.8pp | 29.49%-23.1pp | 302.83%-296.4pp |
| Employer contribution / active EE | $1,192 | $7,800-84.7% | $4,310-72.3% | $4,761-75.0% |
| Participant deferral / active EE | $1,319 | $13,003-89.9% | $7,107-81.4% | $5,982-77.9% |
| Admin fee / account holder | $73 | $8,489-99.1% | $5,158-98.6% | $11,246-99.3% |