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 | $54,166 | $153,772-64.8% | $133,980-59.6% | $273,961-80.2% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 8.87% | 36.51%-27.6pp | 29.30%-20.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,657 | $6,029-72.5% | $5,211-68.2% | $4,869-66.0% |
| Participant deferral / active EE | $2,588 | $6,958-62.8% | $6,282-58.8% | $5,287-51.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |