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 | $45,151 | $99,918-54.8% | $81,382-44.5% | $145,922-69.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 18.32% | 34.32%-16.0pp | 24.73%-6.4pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,651 | $2,978-44.6% | $2,463-33.0% | $4,660-64.6% |
| Participant deferral / active EE | $6,095 | $4,605+32.4% | $3,883+57.0% | $6,688-8.9% |
| Admin fee / account holder | $287 | $8,212-96.5% | $5,768-95.0% | $13,397-97.9% |