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 | $43,024 | $172,111-75.0% | $150,298-71.4% | $137,256-68.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 19.87% | 69.37%-49.5pp | 62.79%-42.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,263 | $4,636-72.8% | $4,154-69.6% | $4,156-69.6% |
| Participant deferral / active EE | $3,171 | $6,166-48.6% | $5,453-41.9% | $6,407-50.5% |
| Admin fee / account holder | $78 | $16,471-99.5% | $14,116-99.4% | $12,270-99.4% |