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 | $20,759 | $106,515-80.5% | $96,683-78.5% | $139,434-85.1% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 19.07% | 38.43%-19.4pp | 35.69%-16.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,127 | $4,103-48.2% | $3,737-43.1% | $4,751-55.2% |
| Participant deferral / active EE | $4,352 | $5,454-20.2% | $4,878-10.8% | $6,710-35.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |