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 6-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 | $39,564 | $81,460-51.4% | $103,333-61.7% | $80,856-51.1% |
| Participation rate | 76.5% | 66.8%+9.6pp | 74.5%+2.0pp | 67.6%+8.8pp |
| Annual return | 13.58% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,758 | $3,105-43.4% | $3,868-54.5% | $2,755-36.2% |
| Participant deferral / active EE | $3,954 | $3,869+2.2% | $5,057-21.8% | $4,296-8.0% |
| Admin fee / account holder | $112 | $6,566-98.3% | $8,355-98.7% | $6,918-98.4% |