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 | $19,403 | $66,402-70.8% | $109,895-82.3% | $85,850-77.4% |
| Participation rate | 72.0% | 63.9%+8.1pp | 74.2%-2.2pp | 69.3%+2.7pp |
| Annual return | 256.60% | 19.59%+237.0pp | 29.45%+227.1pp | 318.53%-61.9pp |
| Employer contribution / active EE | $2,262 | $1,687+34.1% | $2,842-20.4% | $2,565-11.8% |
| Participant deferral / active EE | $3,223 | $2,842+13.4% | $4,048-20.4% | $3,952-18.4% |
| Admin fee / account holder | $0 | $4,557-100.0% | $6,066-100.0% | $6,260-100.0% |