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 | $34,167 | $91,538-62.7% | $129,995-73.7% | $75,163-54.5% |
| Participation rate | 88.9% | 71.4%+17.5pp | 78.5%+10.4pp | 67.2%+21.7pp |
| Annual return | 16.88% | -631.11%+648.0pp | -137.18%+154.1pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,997 | $2,845-29.8% | $4,320-53.8% | $2,670-25.2% |
| Participant deferral / active EE | $2,354 | $4,341-45.8% | $5,820-59.6% | $4,125-42.9% |
| Admin fee / account holder | $234 | $6,790-96.5% | $10,614-97.8% | $5,651-95.9% |