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 | $80,975 | $201,272-59.8% | $184,203-56.0% | $145,922-44.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 13.29% | 29.00%-15.7pp | 28.81%-15.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,619 | $7,022-48.5% | $6,427-43.7% | $4,660-22.3% |
| Participant deferral / active EE | $14,297 | $9,806+45.8% | $9,131+56.6% | $6,688+113.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |