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 6-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 | $21,114 | $108,919-80.6% | $100,391-79.0% | $145,922-85.5% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 16.71% | 57.88%-41.2pp | 49.20%-32.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,040 | $4,419-31.2% | $3,942-22.9% | $4,660-34.8% |
| Participant deferral / active EE | $3,358 | $8,445-60.2% | $8,082-58.5% | $6,688-49.8% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |