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 | $42,095 | $201,272-79.1% | $184,203-77.1% | $145,922-71.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 15.00% | 29.00%-14.0pp | 28.81%-13.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $4,141 | $7,022-41.0% | $6,427-35.6% | $4,660-11.1% |
| Participant deferral / active EE | $6,656 | $9,806-32.1% | $9,131-27.1% | $6,688-0.5% |
| Admin fee / account holder | $70 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |