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 6-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 | $99,736 | $183,519-45.7% | $155,509-35.9% | $145,922-31.7% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 15.40% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,061 | $5,313-61.2% | $4,672-55.9% | $4,660-55.8% |
| Participant deferral / active EE | $3,042 | $6,462-52.9% | $5,626-45.9% | $6,688-54.5% |
| Admin fee / account holder | $297 | $19,313-98.5% | $15,912-98.1% | $13,397-97.8% |