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 | $31,065 | $93,571-66.8% | $135,903-77.1% | $75,163-58.7% |
| Participation rate | 71.0% | 75.2%-4.2pp | 81.9%-10.9pp | 67.2%+3.8pp |
| Annual return | 18.72% | 30.90%-12.2pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,199 | $3,537-37.8% | $4,856-54.7% | $2,670-17.6% |
| Participant deferral / active EE | $3,669 | $6,404-42.7% | $7,758-52.7% | $4,125-11.1% |
| Admin fee / account holder | $34 | $6,975-99.5% | $10,762-99.7% | $5,651-99.4% |