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 | $59,312 | $172,111-65.5% | $150,298-60.5% | $137,256-56.8% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 25.17% | 69.37%-44.2pp | 62.79%-37.6pp | 220.34%-195.2pp |
| Employer contribution / active EE | $1,400 | $4,636-69.8% | $4,154-66.3% | $4,156-66.3% |
| Participant deferral / active EE | $5,497 | $6,166-10.8% | $5,453+0.8% | $6,407-14.2% |
| Admin fee / account holder | $229 | $16,471-98.6% | $14,116-98.4% | $12,270-98.1% |