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 | $59,343 | $228,332-74.0% | $185,823-68.1% | $158,922-62.7% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 30.67% | 40.80%-10.1pp | 35.95%-5.3pp | 302.83%-272.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,925 | $6,415-38.8% | $5,632-30.3% | $5,982-34.4% |
| Admin fee / account holder | $64 | $11,864-99.5% | $9,500-99.3% | $11,246-99.4% |