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 | $30,313 | $106,515-71.5% | $96,683-68.6% | $139,434-78.3% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 20.45% | 38.43%-18.0pp | 35.69%-15.2pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,947 | $4,103-52.6% | $3,737-47.9% | $4,751-59.0% |
| Participant deferral / active EE | $2,337 | $5,454-57.2% | $4,878-52.1% | $6,710-65.2% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |