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 3-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 | $46,080 | $214,378-78.5% | $200,582-77.0% | $142,382-67.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 26.33% | 46.41%-20.1pp | 42.33%-16.0pp | 217.08%-190.7pp |
| Employer contribution / active EE | $2,162 | $6,841-68.4% | $6,419-66.3% | $4,299-49.7% |
| Participant deferral / active EE | $11,998 | $9,865+21.6% | $9,331+28.6% | $6,507+84.4% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |