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 | $64,206 | $138,385-53.6% | $184,200-65.1% | $80,874-20.6% |
| Participation rate | 85.7% | 83.9%+1.8pp | 86.8%-1.1pp | 67.6%+18.1pp |
| Annual return | 17.80% | 20.02%-2.2pp | 28.80%-11.0pp | 35.62%-17.8pp |
| Employer contribution / active EE | $2,786 | $4,849-42.5% | $6,424-56.6% | $2,756+1.1% |
| Participant deferral / active EE | $6,393 | $7,073-9.6% | $9,132-30.0% | $4,297+48.8% |
| Admin fee / account holder | $51 | $10,483-99.5% | $13,907-99.6% | $6,935-99.3% |