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 | $32,532 | $74,927-56.6% | $101,794-68.0% | $84,808-61.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 17.25% | 18.70%-1.4pp | 30.53%-13.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,390 | $1,522+57.1% | $2,289+4.4% | $2,631-9.1% |
| Participant deferral / active EE | $3,871 | $3,099+24.9% | $4,084-5.2% | $4,212-8.1% |
| Admin fee / account holder | $176 | $6,514-97.3% | $8,777-98.0% | $7,344-97.6% |