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 | $32,410 | $106,515-69.6% | $96,683-66.5% | $139,434-76.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 19.09% | 38.43%-19.3pp | 35.69%-16.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,519 | $4,103-38.6% | $3,737-32.6% | $4,751-47.0% |
| Participant deferral / active EE | $3,053 | $5,454-44.0% | $4,878-37.4% | $6,710-54.5% |
| Admin fee / account holder | $4 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |