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 | $14,711 | $106,515-86.2% | $96,683-84.8% | $139,434-89.4% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 26.49% | 38.43%-11.9pp | 35.69%-9.2pp | 372.94%-346.4pp |
| Employer contribution / active EE | $2,313 | $4,103-43.6% | $3,737-38.1% | $4,751-51.3% |
| Participant deferral / active EE | $4,381 | $5,454-19.7% | $4,878-10.2% | $6,710-34.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |