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 | $81,559 | $111,754-27.0% | $103,333-21.1% | $145,922-44.1% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 14.70% | 24.77%-10.1pp | 24.88%-10.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,034 | $4,212-51.7% | $3,868-47.4% | $4,660-56.4% |
| Participant deferral / active EE | $8,929 | $5,619+58.9% | $5,057+76.5% | $6,688+33.5% |
| Admin fee / account holder | $209 | $9,750-97.9% | $8,355-97.5% | $13,397-98.4% |