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 | $41,115 | $165,335-75.1% | $149,696-72.5% | $158,922-74.1% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 11.74% | 348.15%-336.4pp | 276.60%-264.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,063 | $5,103-79.2% | $4,644-77.1% | $4,761-77.7% |
| Participant deferral / active EE | $4,534 | $7,181-36.9% | $6,842-33.7% | $5,982-24.2% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |