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 6-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 | $44,465 | $104,251-57.3% | $91,001-51.1% | $147,584-69.9% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 13.92% | 27.06%-13.1pp | 4.60%+9.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,209 | $3,116-61.2% | $2,456-50.8% | $4,876-75.2% |
| Participant deferral / active EE | $2,702 | $4,195-35.6% | $3,547-23.8% | $5,439-50.3% |
| Admin fee / account holder | $1 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |