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 | $43,457 | $217,402-80.0% | $185,823-76.6% | $167,490-74.1% |
| Participation rate | 93.3% | 86.0%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 13.41% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,781 | $5,873-69.7% | $5,167-65.5% | $4,837-63.2% |
| Participant deferral / active EE | $2,949 | $6,356-53.6% | $5,568-47.0% | $6,341-53.5% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |