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 | $52,656 | $165,912-68.3% | $122,332-57.0% | $147,584-64.3% |
| Participation rate | 71.4% | 79.6%-8.1pp | 71.6%-0.2pp | 82.8%-11.4pp |
| Annual return | 14.64% | 34.55%-19.9pp | 30.27%-15.6pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,425 | $5,754-75.2% | $4,050-64.8% | $4,876-70.8% |
| Participant deferral / active EE | $4,615 | $4,005+15.2% | $3,287+40.4% | $5,439-15.1% |
| Admin fee / account holder | $30 | $7,424-99.6% | $5,478-99.5% | $10,885-99.7% |