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 | $43,693 | $172,111-74.6% | $150,298-70.9% | $137,256-68.2% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 20.91% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,785 | $4,636-61.5% | $4,154-57.0% | $4,156-57.1% |
| Participant deferral / active EE | $5,726 | $6,166-7.1% | $5,453+5.0% | $6,407-10.6% |
| Admin fee / account holder | $227 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |