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 | $69,848 | $80,717-13.5% | $154,803-54.9% | $84,808-17.6% |
| Participation rate | 98.1% | 66.8%+31.3pp | 78.1%+20.0pp | 68.3%+29.8pp |
| Annual return | 17.17% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,764 | $2,761+36.3% | $4,305-12.6% | $2,631+43.1% |
| Participant deferral / active EE | $8,586 | $3,303+159.9% | $5,540+55.0% | $4,212+103.9% |
| Admin fee / account holder | $196 | $6,746-97.1% | $14,329-98.6% | $7,344-97.3% |