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 | $66,947 | $159,901-58.1% | $146,958-54.4% | $145,922-54.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 24.37% | 98.13%-73.8pp | 418.34%-394.0pp | 561.29%-536.9pp |
| Employer contribution / active EE | $4,732 | $5,286-10.5% | $4,933-4.1% | $4,660+1.5% |
| Participant deferral / active EE | $5,915 | $8,428-29.8% | $8,070-26.7% | $6,688-11.6% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |