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 | $29,570 | $165,984-82.2% | $164,813-82.1% | $145,922-79.7% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 13.65% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,823 | $5,273-65.4% | $4,341-58.0% | $4,660-60.9% |
| Participant deferral / active EE | $3,843 | $6,959-44.8% | $6,031-36.3% | $6,688-42.5% |
| Admin fee / account holder | $194 | $16,648-98.8% | $12,690-98.5% | $13,397-98.6% |