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 | $22,193 | $107,334-79.3% | $92,893-76.1% | $152,861-85.5% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 27.77% | 145.58%-117.8pp | 109.41%-81.6pp | 345.32%-317.5pp |
| Employer contribution / active EE | $5,223 | $4,221+23.7% | $3,653+43.0% | $4,762+9.7% |
| Participant deferral / active EE | $3,657 | $4,845-24.5% | $4,236-13.7% | $5,850-37.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |