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 6-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 | $49,635 | $159,602-68.9% | $150,045-66.9% | $142,382-65.1% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 21.87% | 70.24%-48.4pp | 62.55%-40.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,042 | $4,961-58.8% | $4,693-56.5% | $4,299-52.5% |
| Participant deferral / active EE | $3,938 | $8,310-52.6% | $7,997-50.8% | $6,507-39.5% |
| Admin fee / account holder | $116 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |