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 | $38,254 | $114,381-66.6% | $107,525-64.4% | $142,382-73.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 18.53% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,532 | $4,015-36.9% | $3,754-32.5% | $4,299-41.1% |
| Participant deferral / active EE | $3,771 | $5,564-32.2% | $5,116-26.3% | $6,507-42.0% |
| Admin fee / account holder | $166 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |