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 | $36,428 | $65,365-44.3% | $92,893-60.8% | $72,985-50.1% |
| Participation rate | 83.3% | 68.3%+15.0pp | 76.0%+7.3pp | 69.5%+13.8pp |
| Annual return | 26.52% | 42.10%-15.6pp | 109.41%-82.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $1,885 | $2,594-27.3% | $3,653-48.4% | $2,440-22.8% |
| Participant deferral / active EE | $5,430 | $3,128+73.6% | $4,236+28.2% | $3,607+50.5% |
| Admin fee / account holder | $42 | $4,251-99.0% | $5,794-99.3% | $5,124-99.2% |