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 | $194,178 | $106,515+82.3% | $96,683+100.8% | $139,434+39.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 17.38% | 38.43%-21.0pp | 35.69%-18.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,541 | $4,103-38.1% | $3,737-32.0% | $4,751-46.5% |
| Participant deferral / active EE | $4,604 | $5,454-15.6% | $4,878-5.6% | $6,710-31.4% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |