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 9-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 | $53,656 | $197,591-72.8% | $177,821-69.8% | $158,922-66.2% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.7%+8.1pp | 82.0%+13.9pp |
| Annual return | 25.69% | 58.76%-33.1pp | 48.32%-22.6pp | 302.83%-277.1pp |
| Employer contribution / active EE | $3,121 | $6,697-53.4% | $5,918-47.3% | $4,761-34.4% |
| Participant deferral / active EE | $5,821 | $8,405-30.7% | $7,714-24.5% | $5,982-2.7% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |