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 | $48,959 | $124,281-60.6% | $109,143-55.1% | $167,490-70.8% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 16.06% | 26.04%-10.0pp | 25.75%-9.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,399 | $4,207-43.0% | $3,722-35.5% | $4,837-50.4% |
| Participant deferral / active EE | $5,994 | $5,255+14.1% | $4,653+28.8% | $6,341-5.5% |
| Admin fee / account holder | $32 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |