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 | $46,635 | $148,534-68.6% | $135,903-65.7% | $139,434-66.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 21.36% | 79.19%-57.8pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,648 | $5,243-30.4% | $4,856-24.9% | $4,751-23.2% |
| Participant deferral / active EE | $5,802 | $8,100-28.4% | $7,758-25.2% | $6,710-13.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |