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 6-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 | $59,829 | $201,272-70.3% | $184,203-67.5% | $145,922-59.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 13.25% | 29.00%-15.8pp | 28.81%-15.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,396 | $7,022-37.4% | $6,427-31.6% | $4,660-5.7% |
| Participant deferral / active EE | $4,711 | $9,806-52.0% | $9,131-48.4% | $6,688-29.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |