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 | $35,761 | $163,101-78.1% | $136,749-73.8% | $142,382-74.9% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 13.84% | 27.54%-13.7pp | 24.33%-10.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,287 | $4,117-68.7% | $3,400-62.1% | $4,299-70.1% |
| Participant deferral / active EE | $1,609 | $5,585-71.2% | $4,692-65.7% | $6,507-75.3% |
| Admin fee / account holder | $201 | $14,318-98.6% | $11,386-98.2% | $12,624-98.4% |