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 | $22,201 | $52,580-57.8% | $71,671-69.0% | $70,131-68.3% |
| Participation rate | 75.9% | 60.9%+15.0pp | 68.7%+7.1pp | 69.5%+6.3pp |
| Annual return | 16.63% | 20.25%-3.6pp | 20.65%-4.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,468 | $1,616-9.2% | $2,460-40.3% | $2,342-37.3% |
| Participant deferral / active EE | $2,055 | $2,386-13.9% | $3,438-40.2% | $3,332-38.3% |
| Admin fee / account holder | $267 | $3,653-92.7% | $5,558-95.2% | $4,645-94.2% |