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 | $50,399 | $227,553-77.9% | $189,557-73.4% | $167,490-69.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 12.56% | 78.40%-65.8pp | 64.17%-51.6pp | 478.56%-466.0pp |
| Employer contribution / active EE | $825 | $5,316-84.5% | $4,412-81.3% | $4,837-82.9% |
| Participant deferral / active EE | $4,731 | $7,002-32.4% | $6,174-23.4% | $6,341-25.4% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |