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 | $28,378 | $148,534-80.9% | $135,903-79.1% | $139,434-79.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 29.17% | 79.19%-50.0pp | 68.23%-39.1pp | 372.94%-343.8pp |
| Employer contribution / active EE | $2,166 | $5,243-58.7% | $4,856-55.4% | $4,751-54.4% |
| Participant deferral / active EE | $6,490 | $8,100-19.9% | $7,758-16.3% | $6,710-3.3% |
| Admin fee / account holder | $103 | $12,400-99.2% | $10,762-99.0% | $11,403-99.1% |