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 5-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 | $23,143 | $106,515-78.3% | $96,683-76.1% | $139,434-83.4% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.3%-0.4pp | 80.3%-6.4pp |
| Annual return | 22.56% | 38.43%-15.9pp | 35.69%-13.1pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,534 | $4,103-38.2% | $3,737-32.2% | $4,751-46.7% |
| Participant deferral / active EE | $3,712 | $5,454-31.9% | $4,878-23.9% | $6,710-44.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |