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 | $43,402 | $209,336-79.3% | $197,124-78.0% | $137,256-68.4% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 23.35% | 48.09%-24.7pp | 44.34%-21.0pp | 220.34%-197.0pp |
| Employer contribution / active EE | $3,372 | $6,591-48.8% | $6,227-45.9% | $4,156-18.9% |
| Participant deferral / active EE | $4,708 | $9,614-51.0% | $9,135-48.5% | $6,407-26.5% |
| Admin fee / account holder | $94 | $17,308-99.5% | $16,298-99.4% | $12,270-99.2% |