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 | $47,301 | $183,592-74.2% | $155,567-69.6% | $145,959-67.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.52% | 61.24%-44.7pp | 64.74%-48.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $2,497 | $5,315-53.0% | $4,674-46.6% | $4,661-46.4% |
| Participant deferral / active EE | $3,327 | $6,464-48.5% | $5,628-40.9% | $6,689-50.3% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |