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 9-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 | $39,197 | $90,503-56.7% | $78,689-50.2% | $273,961-85.7% |
| Participation rate | 73.3% | 76.5%-3.2pp | 73.6%-0.2pp | 83.0%-9.7pp |
| Annual return | 3.85% | 75.60%-71.8pp | 62.18%-58.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,529 | $3,176-51.9% | $2,851-46.4% | $4,869-68.6% |
| Participant deferral / active EE | $2,090 | $3,901-46.4% | $3,517-40.6% | $5,287-60.5% |
| Admin fee / account holder | $110 | $5,263-97.9% | $4,510-97.6% | $10,132-98.9% |