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 | $46,613 | $153,772-69.7% | $133,980-65.2% | $273,961-83.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.04% | 36.51%-24.5pp | 29.30%-17.3pp | 41.45%-29.4pp |
| Employer contribution / active EE | $2,901 | $6,029-51.9% | $5,211-44.3% | $4,869-40.4% |
| Participant deferral / active EE | $15,032 | $6,958+116.0% | $6,282+139.3% | $5,287+184.3% |
| Admin fee / account holder | $152 | $11,765-98.7% | $9,324-98.4% | $10,132-98.5% |