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 | $41,472 | $106,515-61.1% | $96,683-57.1% | $139,434-70.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 21.63% | 38.43%-16.8pp | 35.69%-14.1pp | 372.94%-351.3pp |
| Employer contribution / active EE | $2,310 | $4,103-43.7% | $3,737-38.2% | $4,751-51.4% |
| Participant deferral / active EE | $6,804 | $5,454+24.8% | $4,878+39.5% | $6,710+1.4% |
| Admin fee / account holder | $266 | $7,877-96.6% | $6,730-96.0% | $11,403-97.7% |