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 | $55,559 | $83,477-33.4% | $125,175-55.6% | $72,985-23.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.33% | 25.78%-8.4pp | 43.79%-26.5pp | 81.00%-63.7pp |
| Employer contribution / active EE | $3,079 | $2,345+31.3% | $3,865-20.4% | $2,440+26.2% |
| Participant deferral / active EE | $3,426 | $3,585-4.4% | $4,937-30.6% | $3,607-5.0% |
| Admin fee / account holder | $53 | $5,517-99.0% | $9,702-99.5% | $5,124-99.0% |