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 | $37,027 | $197,591-81.3% | $177,821-79.2% | $158,922-76.7% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 25.36% | 58.76%-33.4pp | 48.32%-23.0pp | 302.83%-277.5pp |
| Employer contribution / active EE | $8,835 | $6,697+31.9% | $5,918+49.3% | $4,761+85.6% |
| Participant deferral / active EE | $4,851 | $8,405-42.3% | $7,714-37.1% | $5,982-18.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |