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 9-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 | $44,328 | $197,825-77.6% | $155,790-71.5% | $125,391-64.6% |
| Participation rate | 81.8% | 82.1%-0.3pp | 76.1%+5.7pp | 83.2%-1.4pp |
| Annual return | 0.93% | 86.74%-85.8pp | 71.54%-70.6pp | 282.22%-281.3pp |
| Employer contribution / active EE | $1,559 | $4,847-67.8% | $3,836-59.4% | $4,866-68.0% |
| Participant deferral / active EE | $3,457 | $5,630-38.6% | $4,797-27.9% | $5,352-35.4% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |