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 | $22,161 | $53,777-58.8% | $134,143-83.5% | $79,858-72.2% |
| Participation rate | 84.2% | 58.8%+25.4pp | 72.2%+12.0pp | 69.6%+14.6pp |
| Annual return | 24.03% | 19.01%+5.0pp | 36.33%-12.3pp | 31.71%-7.7pp |
| Employer contribution / active EE | $2,679 | $1,321+102.7% | $3,704-27.7% | $2,471+8.4% |
| Participant deferral / active EE | $3,897 | $2,420+61.0% | $3,499+11.4% | $3,740+4.2% |
| Admin fee / account holder | $252 | $3,984-93.7% | $6,684-96.2% | $5,306-95.3% |