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 9-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 | $73,537 | $46,553+58.0% | $64,056+14.8% | $75,163-2.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.31% | 26.03%-9.7pp | 33.69%-17.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $3,791 | $1,974+92.0% | $2,747+38.0% | $2,670+42.0% |
| Participant deferral / active EE | $6,456 | $2,837+127.6% | $3,880+66.4% | $4,125+56.5% |
| Admin fee / account holder | $1 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |