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 9-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 | $46,630 | $165,984-71.9% | $164,813-71.7% | $145,922-68.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 15.11% | 100.03%-84.9pp | 69.93%-54.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,881 | $5,273-26.4% | $4,341-10.6% | $4,660-16.7% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $291 | $16,648-98.3% | $12,690-97.7% | $13,397-97.8% |