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 | $42,417 | $148,534-71.4% | $135,903-68.8% | $139,434-69.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 41.32% | 79.19%-37.9pp | 68.23%-26.9pp | 372.94%-331.6pp |
| Employer contribution / active EE | $4,713 | $5,243-10.1% | $4,856-3.0% | $4,751-0.8% |
| Participant deferral / active EE | $5,891 | $8,100-27.3% | $7,758-24.1% | $6,710-12.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |