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 | $39,700 | $124,185-68.0% | $108,410-63.4% | $167,490-76.3% |
| Participation rate | 78.9% | 82.3%-3.3pp | 80.1%-1.2pp | 82.1%-3.2pp |
| Annual return | 116.17% | 1379.64%-1263.5pp | 905.27%-789.1pp | 478.56%-362.4pp |
| Employer contribution / active EE | $3,854 | $4,187-7.9% | $3,558+8.3% | $4,837-20.3% |
| Participant deferral / active EE | $5,670 | $6,908-17.9% | $6,563-13.6% | $6,341-10.6% |
| Admin fee / account holder | $1 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |