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 | $74,340 | $96,484-23.0% | $75,886-2.0% | $152,861-51.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.4%-7.4pp |
| Annual return | 16.14% | 33.98%-17.8pp | 30.76%-14.6pp | 345.32%-329.2pp |
| Employer contribution / active EE | $1,763 | $3,309-46.7% | $2,500-29.5% | $4,762-63.0% |
| Participant deferral / active EE | $2,587 | $4,553-43.2% | $3,603-28.2% | $5,850-55.8% |
| Admin fee / account holder | $68 | $8,078-99.2% | $5,418-98.8% | $11,596-99.4% |