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 | $87,015 | $106,584-18.4% | $101,326-14.1% | $142,382-38.9% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 20.99% | 36.93%-15.9pp | 36.82%-15.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,811 | $3,956-28.9% | $3,665-23.3% | $4,299-34.6% |
| Participant deferral / active EE | $11,361 | $8,297+36.9% | $7,994+42.1% | $6,507+74.6% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |