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 | $45,465 | $108,919-58.3% | $100,391-54.7% | $145,922-68.8% |
| Participation rate | 78.9% | 82.9%-4.0pp | 81.5%-2.5pp | 80.3%-1.3pp |
| Annual return | 39.20% | 57.88%-18.7pp | 49.20%-10.0pp | 561.29%-522.1pp |
| Employer contribution / active EE | $1,188 | $4,419-73.1% | $3,942-69.9% | $4,660-74.5% |
| Participant deferral / active EE | $7,815 | $8,445-7.5% | $8,082-3.3% | $6,688+16.9% |
| Admin fee / account holder | $14 | $9,689-99.9% | $7,899-99.8% | $13,397-99.9% |