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 | $24,720 | $106,515-76.8% | $96,683-74.4% | $139,434-82.3% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 29.69% | 38.43%-8.7pp | 35.69%-6.0pp | 372.94%-343.3pp |
| Employer contribution / active EE | $1,831 | $4,103-55.4% | $3,737-51.0% | $4,751-61.5% |
| Participant deferral / active EE | $4,776 | $5,454-12.4% | $4,878-2.1% | $6,710-28.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |