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 | $51,706 | $185,822-72.2% | $169,993-69.6% | $139,434-62.9% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 23.34% | 60.50%-37.2pp | 53.37%-30.0pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,570 | $7,590-79.3% | $6,785-76.9% | $4,751-67.0% |
| Participant deferral / active EE | $13,214 | $11,622+13.7% | $10,408+27.0% | $6,710+96.9% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |