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 | $37,225 | $124,425-70.1% | $112,040-66.8% | $137,256-72.9% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 14.50% | 24.72%-10.2pp | 24.52%-10.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,476 | $3,411-56.7% | $2,954-50.0% | $4,156-64.5% |
| Participant deferral / active EE | $1,992 | $5,718-65.2% | $5,098-60.9% | $6,407-68.9% |
| Admin fee / account holder | $256 | $15,207-98.3% | $12,098-97.9% | $12,270-97.9% |