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 4-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 | $72,577 | $202,432-64.1% | $169,368-57.1% | $139,434-47.9% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 16.57% | 531.74%-515.2pp | 405.60%-389.0pp | 372.94%-356.4pp |
| Employer contribution / active EE | $7,558 | $4,692+61.1% | $4,013+88.4% | $4,751+59.1% |
| Participant deferral / active EE | $20,879 | $6,938+200.9% | $6,221+235.6% | $6,710+211.2% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |