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 | $33,444 | $157,256-78.7% | $141,162-76.3% | $152,861-78.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 24.61% | 64.32%-39.7pp | 71.39%-46.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,046 | $5,261-61.1% | $4,735-56.8% | $4,762-57.0% |
| Participant deferral / active EE | $4,196 | $7,109-41.0% | $6,709-37.5% | $5,850-28.3% |
| Admin fee / account holder | $260 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |