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 | $25,215 | $176,377-85.7% | $134,143-81.2% | $158,922-84.1% |
| Participation rate | 71.4% | 78.7%-7.3pp | 72.2%-0.7pp | 82.0%-10.5pp |
| Annual return | 21.55% | 63.63%-42.1pp | 36.33%-14.8pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,669 | $5,040-66.9% | $3,704-54.9% | $4,761-64.9% |
| Participant deferral / active EE | $3,372 | $4,091-17.6% | $3,499-3.6% | $5,982-43.6% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |