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 | $28,221 | $85,766-67.1% | $136,294-79.3% | $70,131-59.8% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 21.77% | 31.45%-9.7pp | 5155.94%-5134.2pp | 73.14%-51.4pp |
| Employer contribution / active EE | $5,048 | $2,966+70.2% | $4,695+7.5% | $2,342+115.5% |
| Participant deferral / active EE | $3,796 | $5,051-24.8% | $6,247-39.2% | $3,332+13.9% |
| Admin fee / account holder | $281 | $5,420-94.8% | $9,243-97.0% | $4,645-94.0% |