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 6-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 | $25,026 | $106,515-76.5% | $96,683-74.1% | $139,434-82.1% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 20.36% | 38.43%-18.1pp | 35.69%-15.3pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,221 | $4,103-45.9% | $3,737-40.6% | $4,751-53.3% |
| Participant deferral / active EE | $3,635 | $5,454-33.4% | $4,878-25.5% | $6,710-45.8% |
| Admin fee / account holder | $230 | $7,877-97.1% | $6,730-96.6% | $11,403-98.0% |