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 | $72,732 | $209,336-65.3% | $197,124-63.1% | $137,256-47.0% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 21.79% | 48.09%-26.3pp | 44.34%-22.6pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,107 | $6,591-68.0% | $6,227-66.2% | $4,156-49.3% |
| Participant deferral / active EE | $6,851 | $9,614-28.7% | $9,135-25.0% | $6,407+6.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |