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 | $32,540 | $140,940-76.9% | $112,229-71.0% | $139,434-76.7% |
| Participation rate | 71.4% | 79.2%-7.8pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 21.05% | 32.71%-11.7pp | 30.20%-9.1pp | 372.94%-351.9pp |
| Employer contribution / active EE | $2,459 | $4,283-42.6% | $3,430-28.3% | $4,751-48.2% |
| Participant deferral / active EE | $3,945 | $5,874-32.8% | $4,798-17.8% | $6,710-41.2% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |