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 8-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 | $28,197 | $94,752-70.2% | $112,887-75.0% | $139,434-79.8% |
| Participation rate | 80.0% | 81.3%-1.3pp | 80.5%-0.5pp | 80.3%-0.3pp |
| Annual return | 17.47% | 40.88%-23.4pp | 34.10%-16.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,861 | $4,625-38.1% | $4,563-37.3% | $4,751-39.8% |
| Participant deferral / active EE | $4,646 | $6,512-28.7% | $6,513-28.7% | $6,710-30.8% |
| Admin fee / account holder | $273 | $8,527-96.8% | $7,047-96.1% | $11,403-97.6% |