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 9-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 | $43,885 | $99,032-55.7% | $80,019-45.2% | $135,375-67.6% |
| Participation rate | 77.3% | 78.4%-1.1pp | 75.8%+1.4pp | 82.6%-5.4pp |
| Annual return | 67.10% | 15.39%+51.7pp | 11.22%+55.9pp | 519.73%-452.6pp |
| Employer contribution / active EE | $1,745 | $3,043-42.7% | $2,468-29.3% | $4,779-63.5% |
| Participant deferral / active EE | $5,053 | $4,282+18.0% | $3,686+37.1% | $5,609-9.9% |
| Admin fee / account holder | $297 | $10,436-97.2% | $6,521-95.4% | $10,827-97.3% |