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 | $24,583 | $105,126-76.6% | $94,646-74.0% | $139,434-82.4% |
| Participation rate | 81.8% | 82.4%-0.5pp | 80.8%+1.0pp | 80.3%+1.5pp |
| Annual return | 27.74% | 38.03%-10.3pp | 156.71%-129.0pp | 372.94%-345.2pp |
| Employer contribution / active EE | $2,088 | $4,106-49.1% | $3,672-43.1% | $4,751-56.0% |
| Participant deferral / active EE | $7,629 | $7,599+0.4% | $7,418+2.8% | $6,710+13.7% |
| Admin fee / account holder | $3 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |