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 | $15,178 | $106,515-85.8% | $96,683-84.3% | $139,434-89.1% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 19.94% | 38.43%-18.5pp | 35.69%-15.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,907 | $4,103-29.2% | $3,737-22.2% | $4,751-38.8% |
| Participant deferral / active EE | $5,957 | $5,454+9.2% | $4,878+22.1% | $6,710-11.2% |
| Admin fee / account holder | $190 | $7,877-97.6% | $6,730-97.2% | $11,403-98.3% |