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 | $110,818 | $177,572-37.6% | $154,803-28.4% | $142,382-22.2% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 17.92% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $9,843 | $4,810+104.6% | $4,305+128.6% | $4,299+128.9% |
| Participant deferral / active EE | $5,445 | $6,272-13.2% | $5,540-1.7% | $6,507-16.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |