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 | $34,224 | $105,931-67.7% | $81,930-58.2% | $158,922-78.5% |
| Participation rate | 71.4% | 75.6%-4.2pp | 72.0%-0.6pp | 82.0%-10.5pp |
| Annual return | 19.41% | 38.17%-18.8pp | 29.49%-10.1pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,301 | $7,800-83.3% | $4,310-69.8% | $4,761-72.7% |
| Participant deferral / active EE | $5,153 | $13,003-60.4% | $7,107-27.5% | $5,982-13.9% |
| Admin fee / account holder | $156 | $8,489-98.2% | $5,158-97.0% | $11,246-98.6% |