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 | $154,228-54.1% | $145,433-51.3% | $137,256-48.4% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 23.77% | 74.59%-50.8pp | 66.58%-42.8pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,895 | $4,804-60.6% | $4,554-58.4% | $4,156-54.4% |
| Participant deferral / active EE | $5,552 | $8,216-32.4% | $7,897-29.7% | $6,407-13.3% |
| Admin fee / account holder | $78 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |