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 | $51,145 | $176,377-71.0% | $134,143-61.9% | $158,922-67.8% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 17.82% | 63.63%-45.8pp | 36.33%-18.5pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,376 | $5,040-72.7% | $3,704-62.8% | $4,761-71.1% |
| Participant deferral / active EE | $3,489 | $4,091-14.7% | $3,499-0.3% | $5,982-41.7% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |