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 3-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 | $45,317 | $172,111-73.7% | $150,298-69.8% | $137,256-67.0% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 22.82% | 69.37%-46.6pp | 62.79%-40.0pp | 220.34%-197.5pp |
| Employer contribution / active EE | $2,021 | $4,636-56.4% | $4,154-51.3% | $4,156-51.4% |
| Participant deferral / active EE | $5,187 | $6,166-15.9% | $5,453-4.9% | $6,407-19.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |