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 8-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 | $24,523 | $149,734-83.6% | $118,925-79.4% | $158,922-84.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 28.60% | 19.95%+8.7pp | 35.88%-7.3pp | 302.83%-274.2pp |
| Employer contribution / active EE | $1,842 | $4,115-55.2% | $3,263-43.5% | $4,761-61.3% |
| Participant deferral / active EE | $5,285 | $5,223+1.2% | $4,265+23.9% | $5,982-11.7% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |