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 | $43,866 | $178,174-75.4% | $156,181-71.9% | $137,256-68.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 15.06% | 84.19%-69.1pp | 64.87%-49.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,155 | $4,972-36.5% | $4,294-26.5% | $4,156-24.1% |
| Participant deferral / active EE | $2,253 | $6,888-67.3% | $6,132-63.3% | $6,407-64.8% |
| Admin fee / account holder | $223 | $17,404-98.7% | $14,586-98.5% | $12,270-98.2% |