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 | $59,670 | $228,332-73.9% | $185,823-67.9% | $158,922-62.5% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 16.93% | 40.80%-23.9pp | 35.95%-19.0pp | 302.83%-285.9pp |
| Employer contribution / active EE | $921 | $4,967-81.5% | $4,087-77.5% | $4,761-80.7% |
| Participant deferral / active EE | $4,031 | $6,415-37.2% | $5,632-28.4% | $5,982-32.6% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |