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 | $32,586 | $77,899-58.2% | $149,673-78.2% | $75,163-56.6% |
| Participation rate | 92.6% | 65.6%+27.0pp | 78.8%+13.8pp | 67.2%+25.4pp |
| Annual return | 24.31% | 31.72%-7.4pp | 134.42%-110.1pp | 160.62%-136.3pp |
| Employer contribution / active EE | $3,186 | $3,137+1.5% | $4,818-33.9% | $2,670+19.3% |
| Participant deferral / active EE | $3,230 | $3,411-5.3% | $5,680-43.1% | $4,125-21.7% |
| Admin fee / account holder | $183 | $5,956-96.9% | $13,210-98.6% | $5,651-96.8% |