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 7-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 | $43,441 | $172,111-74.8% | $150,298-71.1% | $137,256-68.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 16.34% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,399 | $4,636-69.8% | $4,154-66.3% | $4,156-66.3% |
| Participant deferral / active EE | $2,378 | $6,166-61.4% | $5,453-56.4% | $6,407-62.9% |
| Admin fee / account holder | $282 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |