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 8-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 | $19,606 | $71,829-72.7% | $69,780-71.9% | $142,382-86.2% |
| Participation rate | 85.7% | 81.6%+4.2pp | 79.3%+6.4pp | 80.1%+5.6pp |
| Annual return | 16.91% | 31.01%-14.1pp | 26.31%-9.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,114 | $4,385-51.8% | $4,168-49.3% | $4,299-50.8% |
| Participant deferral / active EE | $3,623 | $6,819-46.9% | $6,164-41.2% | $6,507-44.3% |
| Admin fee / account holder | $205 | $7,818-97.4% | $7,285-97.2% | $12,624-98.4% |