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 | $66,895 | $148,534-55.0% | $135,903-50.8% | $139,434-52.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 24.86% | 79.19%-54.3pp | 68.23%-43.4pp | 372.94%-348.1pp |
| Employer contribution / active EE | $2,317 | $5,243-55.8% | $4,856-52.3% | $4,751-51.2% |
| Participant deferral / active EE | $3,476 | $8,100-57.1% | $7,758-55.2% | $6,710-48.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |