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 | $32,810 | $110,257-70.2% | $96,544-66.0% | $139,434-76.5% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 28.46% | 26.32%+2.1pp | 25.84%+2.6pp | 372.94%-344.5pp |
| Employer contribution / active EE | $3,939 | $3,620+8.8% | $2,965+32.8% | $4,751-17.1% |
| Participant deferral / active EE | $5,471 | $5,548-1.4% | $4,851+12.8% | $6,710-18.5% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |