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 9-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 | $44,605 | $214,378-79.2% | $200,582-77.8% | $142,382-68.7% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 17.98% | 46.41%-28.4pp | 42.33%-24.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,029 | $6,841-70.3% | $6,419-68.4% | $4,299-52.8% |
| Participant deferral / active EE | $5,279 | $9,865-46.5% | $9,331-43.4% | $6,507-18.9% |
| Admin fee / account holder | $73 | $17,692-99.6% | $16,305-99.6% | $12,624-99.4% |