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 | $70,826 | $159,602-55.6% | $150,045-52.8% | $142,382-50.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 23.77% | 70.24%-46.5pp | 62.55%-38.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,895 | $4,961-61.8% | $4,693-59.6% | $4,299-55.9% |
| Participant deferral / active EE | $5,552 | $8,310-33.2% | $7,997-30.6% | $6,507-14.7% |
| Admin fee / account holder | $78 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |