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 | $21,216 | $64,480-67.1% | $81,382-73.9% | $80,856-73.8% |
| Participation rate | 95.7% | 63.9%+31.9pp | 69.5%+26.3pp | 67.6%+28.1pp |
| Annual return | 13.11% | 16.34%-3.2pp | 24.73%-11.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,481 | $1,978+25.4% | $2,463+0.7% | $2,755-9.9% |
| Participant deferral / active EE | $2,587 | $3,094-16.4% | $3,883-33.4% | $4,296-39.8% |
| Admin fee / account holder | $131 | $5,671-97.7% | $5,768-97.7% | $6,918-98.1% |