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 | $42,036 | $65,365-35.7% | $92,893-54.7% | $72,985-42.4% |
| Participation rate | 79.5% | 68.3%+11.2pp | 76.0%+3.5pp | 69.5%+10.0pp |
| Annual return | 22.03% | 42.10%-20.1pp | 109.41%-87.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $2,376 | $2,594-8.4% | $3,653-34.9% | $2,440-2.6% |
| Participant deferral / active EE | $2,804 | $3,128-10.4% | $4,236-33.8% | $3,607-22.3% |
| Admin fee / account holder | $202 | $4,251-95.2% | $5,794-96.5% | $5,124-96.1% |