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 6-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 | $43,470 | $179,726-75.8% | $156,263-72.2% | $142,382-69.5% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 26.42% | 77.86%-51.4pp | 59.47%-33.0pp | 217.08%-190.7pp |
| Employer contribution / active EE | $3,804 | $5,069-25.0% | $4,333-12.2% | $4,299-11.5% |
| Participant deferral / active EE | $5,566 | $6,956-20.0% | $6,158-9.6% | $6,507-14.5% |
| Admin fee / account holder | $89 | $17,272-99.5% | $14,255-99.4% | $12,624-99.3% |