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 | $43,087 | $71,883-40.1% | $86,677-50.3% | $68,494-37.1% |
| Participation rate | 73.7% | 72.2%+1.4pp | 76.6%-2.9pp | 67.9%+5.8pp |
| Annual return | 35.27% | 3.52%+31.7pp | 35.91%-0.6pp | -7.84%+43.1pp |
| Employer contribution / active EE | $1,431 | $2,173-34.1% | $2,836-49.5% | $2,596-44.9% |
| Participant deferral / active EE | $3,800 | $3,779+0.6% | $4,656-18.4% | $4,027-5.6% |
| Admin fee / account holder | $277 | $6,112-95.5% | $7,493-96.3% | $5,403-94.9% |