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 | $32,580 | $82,882-60.7% | $127,761-74.5% | $72,985-55.4% |
| Participation rate | 82.8% | 71.5%+11.3pp | 79.0%+3.8pp | 69.5%+13.3pp |
| Annual return | 24.52% | 32.20%-7.7pp | 26.14%-1.6pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,845 | $3,346-15.0% | $4,574-37.8% | $2,440+16.6% |
| Participant deferral / active EE | $3,971 | $4,791-17.1% | $6,021-34.1% | $3,607+10.1% |
| Admin fee / account holder | $88 | $6,487-98.6% | $9,395-99.1% | $5,124-98.3% |