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 | $68,820 | $201,272-65.8% | $184,203-62.6% | $145,922-52.8% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.30% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,453 | $7,022-65.1% | $6,427-61.8% | $4,660-47.4% |
| Participant deferral / active EE | $4,304 | $9,806-56.1% | $9,131-52.9% | $6,688-35.6% |
| Admin fee / account holder | $286 | $16,364-98.2% | $13,901-97.9% | $13,397-97.9% |