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 | $25,184 | $117,381-78.5% | $99,443-74.7% | $152,861-83.5% |
| Participation rate | 71.4% | 77.5%-6.1pp | 73.8%-2.4pp | 82.4%-11.0pp |
| Annual return | 32.73% | 31.87%+0.9pp | 30.72%+2.0pp | 345.32%-312.6pp |
| Employer contribution / active EE | $3,042 | $3,013+1.0% | $2,540+19.8% | $4,762-36.1% |
| Participant deferral / active EE | $5,874 | $4,086+43.8% | $3,619+62.3% | $5,850+0.4% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |