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 | $13,194 | $47,848-72.4% | $81,478-83.8% | $70,131-81.2% |
| Participation rate | 96.6% | 58.3%+38.3pp | 68.0%+28.6pp | 69.5%+27.0pp |
| Annual return | 26.56% | 27.25%-0.7pp | 38.78%-12.2pp | 73.14%-46.6pp |
| Employer contribution / active EE | $2,215 | $1,527+45.0% | $2,568-13.7% | $2,342-5.4% |
| Participant deferral / active EE | $4,856 | $2,453+97.9% | $3,537+37.3% | $3,332+45.7% |
| Admin fee / account holder | $166 | $3,145-94.7% | $4,561-96.4% | $4,645-96.4% |