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 8-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 | $30,883 | $105,630-70.8% | $87,507-64.7% | $273,961-88.7% |
| Participation rate | 83.3% | 78.2%+5.1pp | 73.8%+9.5pp | 83.0%+0.3pp |
| Annual return | 11.61% | 12.25%-0.6pp | 12.21%-0.6pp | 41.45%-29.8pp |
| Employer contribution / active EE | $1,488 | $3,141-52.6% | $2,550-41.6% | $4,869-69.4% |
| Participant deferral / active EE | $2,312 | $3,601-35.8% | $3,149-26.6% | $5,287-56.3% |
| Admin fee / account holder | $152 | $4,781-96.8% | $4,221-96.4% | $10,132-98.5% |