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 | $39,127 | $149,734-73.9% | $118,925-67.1% | $158,922-75.4% |
| Participation rate | 71.4% | 82.1%-10.6pp | 75.4%-4.0pp | 82.0%-10.5pp |
| Annual return | 24.86% | 19.95%+4.9pp | 35.88%-11.0pp | 302.83%-278.0pp |
| Employer contribution / active EE | $888 | $4,115-78.4% | $3,263-72.8% | $4,761-81.3% |
| Participant deferral / active EE | $4,012 | $5,223-23.2% | $4,265-5.9% | $5,982-32.9% |
| Admin fee / account holder | $233 | $8,603-97.3% | $6,581-96.5% | $11,246-97.9% |