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 | $45,723 | $183,519-75.1% | $155,509-70.6% | $145,922-68.7% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 19.57% | 61.17%-41.6pp | 64.67%-45.1pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,300 | $5,313-56.7% | $4,672-50.8% | $4,660-50.6% |
| Participant deferral / active EE | $7,326 | $6,462+13.4% | $5,626+30.2% | $6,688+9.5% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |