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 6-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 | $41,698 | $94,338-55.8% | $100,534-58.5% | $142,382-70.7% |
| Participation rate | 80.0% | 81.7%-1.7pp | 80.6%-0.6pp | 80.1%-0.1pp |
| Annual return | 18.21% | 29.20%-11.0pp | 32.66%-14.5pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,888 | $4,237-55.4% | $4,346-56.6% | $4,299-56.1% |
| Participant deferral / active EE | $4,700 | $5,934-20.8% | $6,144-23.5% | $6,507-27.8% |
| Admin fee / account holder | $77 | $8,421-99.1% | $7,654-99.0% | $12,624-99.4% |