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 | $30,933 | $71,829-56.9% | $69,780-55.7% | $142,382-78.3% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.3%+0.7pp | 80.1%-0.1pp |
| Annual return | 17.38% | 31.01%-13.6pp | 26.31%-8.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,859 | $4,385-34.8% | $4,168-31.4% | $4,299-33.5% |
| Participant deferral / active EE | $3,220 | $6,819-52.8% | $6,164-47.8% | $6,507-50.5% |
| Admin fee / account holder | $16 | $7,818-99.8% | $7,285-99.8% | $12,624-99.9% |