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 | $47,968 | $106,515-55.0% | $96,683-50.4% | $139,434-65.6% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.8pp |
| Annual return | 26.05% | 38.43%-12.4pp | 35.69%-9.6pp | 372.94%-346.9pp |
| Employer contribution / active EE | $2,365 | $4,103-42.4% | $3,737-36.7% | $4,751-50.2% |
| Participant deferral / active EE | $6,067 | $5,454+11.3% | $4,878+24.4% | $6,710-9.6% |
| Admin fee / account holder | $102 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |