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 | $31,733 | $95,561-66.8% | $77,163-58.9% | $139,434-77.2% |
| Participation rate | 75.0% | 73.9%+1.1pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 19.18% | 54.92%-35.7pp | 37.87%-18.7pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,462 | $3,147-21.8% | $2,535-2.9% | $4,751-48.2% |
| Participant deferral / active EE | $4,687 | $4,624+1.4% | $3,833+22.3% | $6,710-30.2% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |