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 | $42,130 | $117,983-64.3% | $101,794-58.6% | $142,382-70.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 20.03% | 36.92%-16.9pp | 30.53%-10.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,706 | $2,773-38.5% | $2,289-25.5% | $4,299-60.3% |
| Participant deferral / active EE | $1,797 | $4,714-61.9% | $4,084-56.0% | $6,507-72.4% |
| Admin fee / account holder | $240 | $10,433-97.7% | $8,777-97.3% | $12,624-98.1% |