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 3-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 | $35,797 | $117,841-69.6% | $102,423-65.0% | $145,922-75.5% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 15.64% | 31.65%-16.0pp | 29.32%-13.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,472 | $3,615-31.6% | $3,023-18.2% | $4,660-46.9% |
| Participant deferral / active EE | $8,327 | $5,731+45.3% | $5,053+64.8% | $6,688+24.5% |
| Admin fee / account holder | $163 | $13,326-98.8% | $9,451-98.3% | $13,397-98.8% |