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 | $53,476 | $162,781-67.1% | $133,956-60.1% | $158,922-66.4% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 20.83% | 41.94%-21.1pp | 45.09%-24.3pp | 302.83%-282.0pp |
| Employer contribution / active EE | $3,554 | $4,975-28.6% | $3,919-9.3% | $4,761-25.3% |
| Participant deferral / active EE | $7,415 | $5,911+25.4% | $5,048+46.9% | $5,982+23.9% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |