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 | $44,149 | $157,256-71.9% | $141,162-68.7% | $152,861-71.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 30.56% | 64.32%-33.8pp | 71.39%-40.8pp | 345.32%-314.8pp |
| Employer contribution / active EE | $2,615 | $5,261-50.3% | $4,735-44.8% | $4,762-45.1% |
| Participant deferral / active EE | $8,446 | $7,109+18.8% | $6,709+25.9% | $5,850+44.4% |
| Admin fee / account holder | $278 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |