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 | $29,114 | $106,515-72.7% | $96,683-69.9% | $139,434-79.1% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 15.41% | 38.43%-23.0pp | 35.69%-20.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,702 | $4,103-58.5% | $3,737-54.5% | $4,751-64.2% |
| Participant deferral / active EE | $3,453 | $5,454-36.7% | $4,878-29.2% | $6,710-48.5% |
| Admin fee / account holder | $161 | $7,877-98.0% | $6,730-97.6% | $11,403-98.6% |