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 8-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 | $93,285 | $148,534-37.2% | $135,903-31.4% | $139,434-33.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 105.09% | 79.19%+25.9pp | 68.23%+36.9pp | 372.94%-267.8pp |
| Employer contribution / active EE | $2,096 | $5,243-60.0% | $4,856-56.8% | $4,751-55.9% |
| Participant deferral / active EE | $7,293 | $8,100-10.0% | $7,758-6.0% | $6,710+8.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |