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 | $177,572-74.5% | $154,803-70.7% | $142,382-68.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 22.82% | 65.07%-42.3pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,021 | $4,810-58.0% | $4,305-53.1% | $4,299-53.0% |
| Participant deferral / active EE | $5,187 | $6,272-17.3% | $5,540-6.4% | $6,507-20.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |