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 | $21,755 | $124,281-82.5% | $109,143-80.1% | $167,490-87.0% |
| Participation rate | 76.9% | 79.4%-2.5pp | 75.9%+1.0pp | 82.1%-5.2pp |
| Annual return | 24.89% | 26.04%-1.1pp | 25.75%-0.9pp | 478.56%-453.7pp |
| Employer contribution / active EE | $1,682 | $4,207-60.0% | $3,722-54.8% | $4,837-65.2% |
| Participant deferral / active EE | $5,752 | $5,255+9.5% | $4,653+23.6% | $6,341-9.3% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |