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 | $28,094 | $77,419-63.7% | $69,455-59.6% | $152,861-81.6% |
| Participation rate | 72.2% | 78.1%-5.9pp | 74.6%-2.4pp | 82.4%-10.2pp |
| Annual return | 23.12% | 39.06%-15.9pp | 28.97%-5.9pp | 345.32%-322.2pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,822 | $4,414-58.7% | $3,535-48.5% | $5,850-68.8% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |