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 | $39,642 | $89,355-55.6% | $141,162-71.9% | $72,985-45.7% |
| Participation rate | 81.4% | 75.1%+6.3pp | 82.5%-1.1pp | 69.5%+11.9pp |
| Annual return | 108.40% | 111.85%-3.5pp | 71.39%+37.0pp | 81.00%+27.4pp |
| Employer contribution / active EE | $5,835 | $3,114+87.4% | $4,735+23.2% | $2,440+139.1% |
| Participant deferral / active EE | $10,583 | $5,418+95.3% | $6,709+57.7% | $3,607+193.4% |
| Admin fee / account holder | $191 | $5,958-96.8% | $10,261-98.1% | $5,124-96.3% |