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 | $25,798 | $98,750-73.9% | $149,696-82.8% | $79,858-67.7% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 21.68% | 27.43%-5.7pp | 276.60%-254.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $2,250 | $3,216-30.1% | $4,644-51.6% | $2,471-9.0% |
| Participant deferral / active EE | $4,707 | $5,680-17.1% | $6,842-31.2% | $3,740+25.9% |
| Admin fee / account holder | $110 | $6,053-98.2% | $9,309-98.8% | $5,306-97.9% |