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 | $209,336-72.0% | $197,124-70.2% | $137,256-57.2% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 17.42% | 48.09%-30.7pp | 44.34%-26.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,397 | $6,591-48.5% | $6,227-45.4% | $4,156-18.3% |
| Participant deferral / active EE | $4,752 | $9,614-50.6% | $9,135-48.0% | $6,407-25.8% |
| Admin fee / account holder | $121 | $17,308-99.3% | $16,298-99.3% | $12,270-99.0% |