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 | $43,665 | $148,534-70.6% | $135,903-67.9% | $139,434-68.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 24.45% | 79.19%-54.7pp | 68.23%-43.8pp | 372.94%-348.5pp |
| Employer contribution / active EE | $2,581 | $5,243-50.8% | $4,856-46.9% | $4,751-45.7% |
| Participant deferral / active EE | $7,751 | $8,100-4.3% | $7,758-0.1% | $6,710+15.5% |
| Admin fee / account holder | $204 | $12,400-98.4% | $10,762-98.1% | $11,403-98.2% |