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 4-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 | $39,223 | $71,829-45.4% | $69,780-43.8% | $142,382-72.5% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.3%+0.7pp | 80.1%-0.1pp |
| Annual return | 15.73% | 31.01%-15.3pp | 26.31%-10.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,938 | $4,385-55.8% | $4,168-53.5% | $4,299-54.9% |
| Participant deferral / active EE | $5,480 | $6,819-19.6% | $6,164-11.1% | $6,507-15.8% |
| Admin fee / account holder | $104 | $7,818-98.7% | $7,285-98.6% | $12,624-99.2% |