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 | $58,696 | $214,378-72.6% | $200,582-70.7% | $142,382-58.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 17.42% | 46.41%-29.0pp | 42.33%-24.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,397 | $6,841-50.3% | $6,419-47.1% | $4,299-21.0% |
| Participant deferral / active EE | $4,752 | $9,865-51.8% | $9,331-49.1% | $6,507-27.0% |
| Admin fee / account holder | $121 | $17,692-99.3% | $16,305-99.3% | $12,624-99.0% |