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 | $49,253 | $106,584-53.8% | $101,326-51.4% | $142,382-65.4% |
| Participation rate | 94.7% | 82.7%+12.0pp | 81.5%+13.2pp | 80.1%+14.6pp |
| Annual return | 16.57% | 36.93%-20.4pp | 36.82%-20.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,159 | $3,956-45.4% | $3,665-41.1% | $4,299-49.8% |
| Participant deferral / active EE | $5,641 | $8,297-32.0% | $7,994-29.4% | $6,507-13.3% |
| Admin fee / account holder | $31 | $11,446-99.7% | $11,185-99.7% | $12,624-99.8% |