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 7-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 | $31,892 | $114,237-72.1% | $119,258-73.3% | $167,490-81.0% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.1%-2.1pp |
| Annual return | 16.29% | 29.87%-13.6pp | 30.69%-14.4pp | 478.56%-462.3pp |
| Employer contribution / active EE | $2,845 | $4,481-36.5% | $4,384-35.1% | $4,837-41.2% |
| Participant deferral / active EE | $6,375 | $6,084+4.8% | $6,111+4.3% | $6,341+0.5% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,309-100.0% |