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 | $102,261 | $178,174-42.6% | $156,181-34.5% | $137,256-25.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 18.13% | 84.19%-66.1pp | 64.87%-46.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,829 | $4,972-63.2% | $4,294-57.4% | $4,156-56.0% |
| Participant deferral / active EE | $7,592 | $6,888+10.2% | $6,132+23.8% | $6,407+18.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |