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 6-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 | $98,652 | $214,378-54.0% | $200,582-50.8% | $142,382-30.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 43.93% | 46.41%-2.5pp | 42.33%+1.6pp | 217.08%-173.1pp |
| Employer contribution / active EE | $4,919 | $6,841-28.1% | $6,419-23.4% | $4,299+14.4% |
| Participant deferral / active EE | $10,896 | $9,865+10.4% | $9,331+16.8% | $6,507+67.4% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |