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 4-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 | $57,431 | $172,111-66.6% | $150,298-61.8% | $137,256-58.2% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 22.45% | 69.37%-46.9pp | 62.79%-40.3pp | 220.34%-197.9pp |
| Employer contribution / active EE | $5,162 | $4,636+11.3% | $4,154+24.3% | $4,156+24.2% |
| Participant deferral / active EE | $7,962 | $6,166+29.1% | $5,453+46.0% | $6,407+24.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |