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 | $108,688 | $177,572-38.8% | $154,803-29.8% | $142,382-23.7% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 19.73% | 65.07%-45.3pp | 58.88%-39.2pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,708 | $4,810-43.7% | $4,305-37.1% | $4,299-37.0% |
| Participant deferral / active EE | $4,458 | $6,272-28.9% | $5,540-19.5% | $6,507-31.5% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |