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 | $24,803 | $124,319-80.0% | $111,297-77.7% | $167,490-85.2% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 13.00% | 37.44%-24.4pp | 54.65%-41.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,824 | $5,180-6.9% | $4,487+7.5% | $6,341-23.9% |
| Admin fee / account holder | $52 | $10,618-99.5% | $7,964-99.3% | $12,309-99.6% |