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 | $83,867 | $177,572-52.8% | $154,803-45.8% | $142,382-41.1% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 16.90% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,058 | $4,810-57.2% | $4,305-52.2% | $4,299-52.1% |
| Participant deferral / active EE | $6,149 | $6,272-2.0% | $5,540+11.0% | $6,507-5.5% |
| Admin fee / account holder | $25 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |