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 | $75,575 | $209,336-63.9% | $197,124-61.7% | $137,256-44.9% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 19.73% | 48.09%-28.4pp | 44.34%-24.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,202 | $6,591-51.4% | $6,227-48.6% | $4,156-23.0% |
| Participant deferral / active EE | $11,576 | $9,614+20.4% | $9,135+26.7% | $6,407+80.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |