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 6-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 | $29,843 | $93,571-68.1% | $135,903-78.0% | $75,163-60.3% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 23.23% | 30.90%-7.7pp | 68.23%-45.0pp | 160.62%-137.4pp |
| Employer contribution / active EE | $3,428 | $3,537-3.1% | $4,856-29.4% | $2,670+28.4% |
| Participant deferral / active EE | $6,328 | $6,404-1.2% | $7,758-18.4% | $4,125+53.4% |
| Admin fee / account holder | $170 | $6,975-97.6% | $10,762-98.4% | $5,651-97.0% |