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 | $64,998 | $210,698-69.2% | $178,014-63.5% | $145,959-55.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 25.59% | 386.27%-360.7pp | 294.80%-269.2pp | 561.95%-536.4pp |
| Employer contribution / active EE | $1,085 | $4,567-76.3% | $3,950-72.5% | $4,661-76.7% |
| Participant deferral / active EE | $6,686 | $6,958-3.9% | $6,276+6.5% | $6,6890% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |