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 | $40,526 | $197,591-79.5% | $177,821-77.2% | $158,922-74.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 20.88% | 58.76%-37.9pp | 48.32%-27.4pp | 302.83%-281.9pp |
| Employer contribution / active EE | $3,625 | $6,697-45.9% | $5,918-38.8% | $4,761-23.9% |
| Participant deferral / active EE | $4,524 | $8,405-46.2% | $7,714-41.4% | $5,982-24.4% |
| Admin fee / account holder | $83 | $15,399-99.5% | $12,427-99.3% | $11,246-99.3% |