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 | $47,738 | $104,664-54.4% | $85,682-44.3% | $167,490-71.5% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.9%+10.1pp | 82.1%-2.1pp |
| Annual return | 15.28% | 21.45%-6.2pp | 21.49%-6.2pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,315 | $3,337-60.6% | $2,618-49.8% | $4,837-72.8% |
| Participant deferral / active EE | $8,676 | $4,824+79.8% | $3,923+121.2% | $6,341+36.8% |
| Admin fee / account holder | $165 | $10,032-98.4% | $6,873-97.6% | $12,309-98.7% |