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 7-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 | $45,882 | $114,381-59.9% | $107,525-57.3% | $142,382-67.8% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 17.82% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,041 | $4,015+0.6% | $3,754+7.6% | $4,299-6.0% |
| Participant deferral / active EE | $3,821 | $5,564-31.3% | $5,116-25.3% | $6,507-41.3% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |