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 7-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 | $45,876 | $106,515-56.9% | $96,683-52.5% | $139,434-67.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 23.99% | 38.43%-14.4pp | 35.69%-11.7pp | 372.94%-349.0pp |
| Employer contribution / active EE | $2,804 | $4,103-31.7% | $3,737-25.0% | $4,751-41.0% |
| Participant deferral / active EE | $5,625 | $5,454+3.1% | $4,878+15.3% | $6,710-16.2% |
| Admin fee / account holder | $209 | $7,877-97.3% | $6,730-96.9% | $11,403-98.2% |