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 | $53,356 | $157,256-66.1% | $141,162-62.2% | $152,861-65.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 40.71% | 64.32%-23.6pp | 71.39%-30.7pp | 345.32%-304.6pp |
| Employer contribution / active EE | $3,951 | $5,261-24.9% | $4,735-16.6% | $4,762-17.0% |
| Participant deferral / active EE | $6,788 | $7,109-4.5% | $6,709+1.2% | $5,850+16.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |