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 | $51,972 | $110,257-52.9% | $96,544-46.2% | $139,434-62.7% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 18.56% | 26.32%-7.8pp | 25.84%-7.3pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,484 | $3,620-31.4% | $2,965-16.2% | $4,751-47.7% |
| Participant deferral / active EE | $5,326 | $5,548-4.0% | $4,851+9.8% | $6,710-20.6% |
| Admin fee / account holder | $294 | $11,591-97.5% | $8,252-96.4% | $11,403-97.4% |