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 | $214,378-79.8% | $200,582-78.4% | $142,382-69.5% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 23.35% | 46.41%-23.1pp | 42.33%-19.0pp | 217.08%-193.7pp |
| Employer contribution / active EE | $3,372 | $6,841-50.7% | $6,419-47.5% | $4,299-21.6% |
| Participant deferral / active EE | $4,708 | $9,865-52.3% | $9,331-49.5% | $6,507-27.7% |
| Admin fee / account holder | $94 | $17,692-99.5% | $16,305-99.4% | $12,624-99.3% |