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 | $46,906 | $148,978-68.5% | $200,582-76.6% | $84,808-44.7% |
| Participation rate | 80.0% | 84.2%-4.2pp | 86.9%-6.9pp | 68.3%+11.7pp |
| Annual return | 17.26% | 28.16%-10.9pp | 42.33%-25.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,773 | $4,815-63.2% | $6,419-72.4% | $2,631-32.6% |
| Participant deferral / active EE | $3,852 | $7,142-46.1% | $9,331-58.7% | $4,212-8.5% |
| Admin fee / account holder | $86 | $13,977-99.4% | $16,305-99.5% | $7,344-98.8% |