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 | $28,238 | $84,233-66.5% | $170,442-83.4% | $70,131-59.7% |
| Participation rate | 77.1% | 70.8%+6.3pp | 83.6%-6.5pp | 69.5%+7.5pp |
| Annual return | 21.75% | 23.06%-1.3pp | 205.93%-184.2pp | 73.14%-51.4pp |
| Employer contribution / active EE | $2,738 | $3,387-19.2% | $5,433-49.6% | $2,342+16.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |