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 | $63,534 | $95,416-33.4% | $185,823-65.8% | $85,850-26.0% |
| Participation rate | 70.0% | 68.8%+1.2pp | 81.7%-11.7pp | 69.3%+0.7pp |
| Annual return | 14.72% | 23.59%-8.9pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $842 | $3,314-74.6% | $5,167-83.7% | $2,565-67.2% |
| Participant deferral / active EE | $1,516 | $3,423-55.7% | $5,568-72.8% | $3,952-61.6% |
| Admin fee / account holder | $238 | $7,213-96.7% | $16,237-98.5% | $6,260-96.2% |