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 | $84,255 | $175,202-51.9% | $149,673-43.7% | $139,434-39.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 19.69% | 166.71%-147.0pp | 134.42%-114.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $3,217 | $5,474-41.2% | $4,818-33.2% | $4,751-32.3% |
| Participant deferral / active EE | $6,907 | $6,519+6.0% | $5,680+21.6% | $6,710+2.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |