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 | $45,791 | $197,591-76.8% | $177,821-74.2% | $158,922-71.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 16.70% | 58.76%-42.1pp | 48.32%-31.6pp | 302.83%-286.1pp |
| Employer contribution / active EE | $3,222 | $6,697-51.9% | $5,918-45.6% | $4,761-32.3% |
| Participant deferral / active EE | $7,684 | $8,405-8.6% | $7,714-0.4% | $5,982+28.4% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |