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 8-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 | $37,513 | $114,047-67.1% | $96,139-61.0% | $167,490-77.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 17.50% | 189.88%-172.4pp | 191.94%-174.4pp | 478.56%-461.1pp |
| Employer contribution / active EE | $3,335 | $3,427-2.7% | $2,797+19.2% | $4,837-31.1% |
| Participant deferral / active EE | $5,985 | $5,194+15.2% | $4,349+37.6% | $6,341-5.6% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |