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 | $53,151 | $123,793-57.1% | $177,821-70.1% | $79,858-33.4% |
| Participation rate | 93.8% | 84.7%+9.1pp | 87.7%+6.0pp | 69.6%+24.1pp |
| Annual return | 13.93% | 22.82%-8.9pp | 48.32%-34.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,110 | $4,095-48.5% | $5,918-64.3% | $2,471-14.6% |
| Participant deferral / active EE | $5,719 | $5,956-4.0% | $7,714-25.9% | $3,740+52.9% |
| Admin fee / account holder | $31 | $7,243-99.6% | $12,427-99.7% | $5,306-99.4% |